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CAPSTONE WEALTH PARTNERS

DUBLIN, OH · CRD 152524 · IAPD ↗ · capstonewealthpartners.com · (614) 754-7805

$114.9MRegulatory AUM
3Advisory reps
4Employees
21Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — CAPSTONE WEALTH PARTNERS notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2026 — CAPSTONE WEALTH PARTNERS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
April 2026 — CAPSTONE WEALTH PARTNERS (DUBLIN, OH) is newly SEC-registered with $114.9M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.