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CAPSTONE WEALTH PARTNERS
CAPSTONE WEALTH PARTNERS, LTD.
CRD 152524 · SEC 801-135646
6037 FRANTZ RD., SUITE 104, DUBLIN, OH, 43017, United States
Phone
(614) 754-7805
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$114.9M
Discretionary AUM
$114.9M
Team
4 total employees; 3 advisory reps; 21 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $28.5M |
| High net worth individuals | 52 | $86.2M |
All web addresses on file
Official SEC filing: View on IAPD