Bud Lavery has been an investment adviser representative at Capstone Wealth Partners since November 2023, and is not listed among the firm’s executive officers or direct owners. Bud Lavery holds a B.S. from Duke University and an M.S.W. from the University of North Carolina at Chapel Hill.
Capstone Wealth Partners, LTD. is a Dublin, OH firm with $115M under management, 157 clients and 3 advisers across 3 offices, as of its June 2026 filing.
Bud Lavery is a Financial Planner at Capstone Wealth Partners. He was previously CEO of two education technology startups and executive director of two nonprofits focused on educational success and wellness promotion before moving into financial planning. His training includes mindfulness and social work.
- Capstone Wealth PartnersCurrent– present · 2 yearsGrand Junction, CO · Adviser representative · Firm CRD 152524
Professional designations
Listed by Capstone Wealth Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Income Certified Professional (RICP®)
Investment adviser representative registrations
Bud Lavery is registered as an investment adviser representative in 2 states. The first approvals date from November 2023; the most recent is Colorado, in April 2026.
- ColoradoSince 7 April 2026
- TexasSince 21 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 December 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7623738
- Firm
- Capstone Wealth Partners · CRD 152524
- Office
- Grand Junction, CO
- Registration
- Investment adviser registration
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- capstonewealthpartners.com
Where does Bud Lavery work?
Bud Lavery is an investment adviser representative registered through Capstone Wealth Partners, LTD. since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Bud Lavery a financial advisor?
Yes. Bud Lavery has a current investment-adviser registration in Colorado and Texas, through Capstone Wealth Partners since November 2023.
How many years of experience does Bud Lavery have?
Bud Lavery has 2 years in the financial industry, since November 2023, across 1 adviser firm.
What exams has Bud Lavery passed?
Bud Lavery passed the Series 65 in December 2022.
Where is Bud Lavery based?
Bud Lavery’s registered office is in Grand Junction, CO.
Is Bud Lavery registered with FINRA?
No. Bud Lavery has no current broker registration.
Is Bud Lavery a CFP?
Capstone Wealth Partners lists Bud Lavery with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Bud Lavery, CFP®, RICP® biography, capstonewealthpartners.com
How can I verify Bud Lavery’s record?
Search CRD 7623738 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bud Lavery’s full registration record.
