Capstone Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Capstone Wealth Partners reports 157 clients. They include 105 individual clients and 52 high-net-worth individuals. Of its assets, 100.0% ($115M across 577 accounts) are managed with discretion. It advised 21 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 25% |
| High-net-worth individuals | 33% | 75% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 105 | $28.5M | 24.8% | $271K |
| High-net-worth individuals | 52 | $86.2M | 75.1% | $1.66M |
| Corporations and other businesses | Fewer than 5 | $186K | 0.2% | — |
| Total | 157 | $115M | 100% | — |
- Clients
- 105
- Regulatory AUM
- $28.5M
- AUM share
- 24.8%
- Avg. per client
- $271K
- Clients
- 52
- Regulatory AUM
- $86.2M
- AUM share
- 75.1%
- Avg. per client
- $1.66M
- Clients
- Fewer than 5
- Regulatory AUM
- $186K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 157
- Regulatory AUM
- $115M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 21
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Capstone Wealth Partners charges 0.25%–1.00% a year for its Discretionary investment management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.00% |
| $500K–$1M | 0.75% |
| $1M–$5M | 0.50% |
| $5M and above | 0.25% |
Fee details and sources
Other fees
- Capstone Financial Planning
- Monthly subscription available after a Foundations Plan, with base monthly fees of $200 for an individual, $250 for an individual with dependent children or a couple, and $300 for a family.
- College Funding Plan
- A College Funding Plan is typically charged $499 per student, in advance, and may be negotiable in some cases.
- Foundations Plan
- One-time flat fee for project-based financial planning: $1,500 for an individual, $2,000 for an individual with dependent children or a couple without, and $2,500 for a family.
Ryan Sheppard owns 50% to 75% of Capstone Wealth Partners. Joseph Messinger is CEO; the leadership team includes Chief Compliance Officer Ryan Sheppard. It has 4 employees, 3 of them in advisory roles.
Leadership
Joseph MessingerChief Executive Officer & Member
Ryan SheppardChief Compliance Officer & Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Capstone Wealth Partners, LTD.
Ryan Sheppard
Control person · since November 2009
- Owns 50% to 75% of Capstone Wealth Partners, LTD.
Joseph Messinger
Control person · since November 2009
Besides its headquarters, Capstone Wealth Partners has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
Ohio · 1 listed address
- 6037 Frantz RD., Suite 104, DublinHQ
Contact and registration details
- Legal name
- Capstone Wealth Partners, LTD.
- Headquarters
- 6037 Frantz RD., Suite 104, Dublin, OH 43017
- Website
- capstonewealthpartners.com
- Phone
- 614-754-7805
- @capstone-wealth-partners
- SEC file
- 801-135646
- Structure
- Ohio LLC
- Fiscal year end
- December
Capstone Wealth Partners’ named custodians for separately managed accounts are Fidelity ($65.5M, 57%) and Charles Schwab ($48.7M, 43%). Capstone Wealth Partners has custody of $49.3M for 87 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $48.7M43%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $65.5M57%
At year end, Capstone Wealth Partners’ separately managed accounts were mostly in funds (71%) and stocks (26%).
What the accounts hold
- Stocks26%
- Funds71%
- Bonds2%
- Cash1%
How many clients does Capstone Wealth Partners have?
Capstone Wealth Partners has 157 clients and manages $115 million for them, as of June 2026. They include 105 individual clients and 52 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 June 2026
What services does Capstone Wealth Partners offer?
Capstone Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Capstone Wealth Partners charge?
Capstone Wealth Partners charges 0.25%–1.00% a year for its Discretionary investment management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: 2026-02-23 CAPSTONE WEALTH PARTNERS FORM ADV PART 2A, filed 23 February 2026
Which custodians does Capstone Wealth Partners use?
Capstone Wealth Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $65.5M and Charles Schwab & Co., Inc. (Westlake, TX), with $48.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 June 2026
How many financial advisors does Capstone Wealth Partners have?
Capstone Wealth Partners has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Capstone Wealth Partners invest in?
At the end of its last fiscal year, Capstone Wealth Partners’ separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 2% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Capstone Wealth Partners?
Capstone Wealth Partners’ direct owners are Ryan Sheppard (50% to 75%) and Joseph Messinger (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 15 June 2026
How does Capstone Wealth Partners get paid?
Capstone Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Capstone Wealth Partners?
Capstone Wealth Partners’ main office is at 6037 Frantz RD., Suite 104, Dublin, OH 43017. Its phone number is 614-754-7805. Its website is capstonewealthpartners.com.