CAPSTONE WEALTH PARTNERS, LTD.

CAPSTONE WEALTH PARTNERS, LTD. of DUBLIN, OH is an SEC-registered investment adviser (CRD 152524). Regulatory assets under management: $114.9M.

Registration

• CRD: 152524
• SEC file number: 801-135646
• Type: Registered investment adviser
• Location: 6037 FRANTZ RD., SUITE 104, DUBLIN, OH, 43017
• Phone: (614) 754-7805
• Latest filing: 2026-06-15
• Regulatory AUM: $114.9M
• Discretionary AUM: $114.9M
• Clients: 4
• Accounts: 577

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152524 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search