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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Ember vectorOptima +more
- Established Date
- 01-21-2010
- Office Locations
- 3
Office Locations
About Capstone Wealth Partners
Capstone Wealth Partners is a fee-only RIA delivering comprehensive, goals-based financial planning with ongoing education and support for individuals and families across life stages. Portfolios primarily use public funds and ETFs, tailored to client priorities rather than product sales. The firm is affiliated with the XY Planning Network and works with major custodians including Schwab and Fidelity.
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Owner & Executives
Joseph Scott Messinger
Chief Executive Officer, Financial Professional
- CRD
- #4459743
- Ownership
- 50% but less than 75%
Ryan Lee Sheppard
Chief Compliance Officer, Relationship Manager
- CRD
- #4861499
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Bud Lavery
Financial Planner
- CRD
- #7623738
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $114,862,553 | $199,069 |
| Non-Discretionary | $0 | -- |
| Total | $114,862,553 | $199,069 |
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Separately Managed Accounts
Total SMA Asset: $114,862,553
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $739,218,990 | 19.5% |
| Equity - Exchange | $837,781,521 | 22.1% |
| Municipal Bonds | $1,069,024,385 | 28.2% |
| Cash | $1,144,841,717 | 30.2% |
| Total | $3,790,866,613 | 100.0% |