Ryan Sheppard has been Chief Compliance Officer & Member of Capstone Wealth Partners since November 2009, is a control person of the firm and directly owns between 50% and 75% of it. Ryan Sheppard holds a B.S. in Economics from Ohio State.
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.
Ryan Sheppard is Co-founder & Lead Relationship Manager of Capstone Wealth Partners. He has 20 years of financial services experience. Sheppard leads most new client relationships, helping design clients' financial plans, create custom investment strategies and implement action items on their behalf.
Ryan Sheppard’s longest registration is the current one, 16 years at Capstone Wealth Partners since 2010. Before joining Capstone Wealth Partners in 2010, Ryan Sheppard was registered through Eagle Strategies LLC and Natcity Investments, Inc.
- Capstone Wealth PartnersCurrent– present · 16 yearsDublin, OH · Adviser representative · Firm CRD 152524
- Eagle Strategies LLC– · 1 yearDublin, OH · Adviser representative · Firm CRD 110826
- Natcity Investments, Inc.– · under a yearColumbus, OH · Adviser representative · Firm CRD 17490
- Axa Advisors, LLC– · under a yearColumbus, OH · Adviser representative · Firm CRD 6627
Professional designations
Listed by Capstone Wealth Partners
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Ryan Sheppard is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2010; the most recent is Texas, in October 2021.
- OhioSince 21 January 2010
- TexasResidentSince 7 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 November 2004 |
| Series 7 | General Securities Representative Examination | 26 October 2004 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ryan Lee Sheppard
- CRD
- 4861499
- Firm
- Capstone Wealth Partners · CRD 152524
- Role
- Chief Compliance Officer & Member
- Office
- 6037 FRANTZ RD., SUITE 104, Dublin, OH 43017
- Registration
- Investment adviser registration
- In the industry since
- November 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- capstonewealthpartners.com
Where does Ryan Sheppard work?
Ryan Sheppard has been Chief Compliance Officer & Member of Capstone Wealth Partners, LTD. since November 2009, and is a control person of the firm.
Is Ryan Sheppard a financial advisor?
Yes. Ryan Sheppard has a current investment-adviser registration in Ohio and Texas, through Capstone Wealth Partners since January 2010.
How many years of experience does Ryan Sheppard have?
Ryan Sheppard has 18 years in the financial industry, since November 2007, across 4 adviser firms.
What exams has Ryan Sheppard passed?
Ryan Sheppard has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2004.
Where did Ryan Sheppard work before Capstone Wealth Partners?
Before Capstone Wealth Partners, Ryan Sheppard was registered through Eagle Strategies LLC, August 2008 to October 2009; Natcity Investments, Inc., July 2006 to March 2007; Axa Advisors, LLC, January 2006 to July 2006.
Where is Ryan Sheppard based?
Ryan Sheppard’s registered office is in Dublin, OH.
Is Ryan Sheppard registered with FINRA?
No. Ryan Sheppard has no current broker registration.
How can I verify Ryan Sheppard’s record?
Search CRD 4861499 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Sheppard’s full registration record.
