Capstone Wealth Partners: new SEC registration, $115M AUM, Dublin, OH
Capstone Wealth Partners (Dublin, Ohio): new SEC registration, $115M AUM, Dublin, OH. Its amount of 115 is below the median of 134 (31st percentile). Dated 218 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 115 · 31th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 36 related OH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Capstone Wealth Partners |
| Legal name | Capstone Wealth Partners, LTD. |
| CRD | 152524 |
| Status | Approved |
| Registered with the SEC | 2026-03-31 |
| Latest Form ADV filing | 2026-06-15 |
| Location | Dublin, OH, United States |
| Regulatory AUM | $114,862,553 |
| Accounts | 577 |
| Employees | 4 |
| Website | https://capstonewealthpartners.com/ |
| amount percentile | 31th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (37 OH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-31
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OH first): Drive Capital LLC · Woodland Wealth Partners · The Connor Group Fund Manager, LLC · The O.H.I.O. Fund · Arg Private Wealth, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Capstone Wealth Partners and 37 Ohio peers
- Ohio NewRiaPulse records like this one: 37
- Capstone Wealth Partners's amount: 31st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Ohio peer: $7,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $115M under management.
- Website on file.
What is the NewRiaPulse record for Capstone Wealth Partners in Dublin, Ohio?
Capstone Wealth Partners received SEC registration as an investment adviser (2026-03-31) with $114,862,553 in regulatory assets under management, based in Dublin, OH.
How does Capstone Wealth Partners compare to other Ohio NewRiaPulse records?
Its amount of 115 is below the median (31th percentile); smaller records often move faster and face less competition. It is 218 days old; check the official source for later updates before acting.
Capstone Wealth Partners vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Capstone Wealth Partners | Dublin, OH | 115 | 31st | 2026-03-31 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
| Endeavor Advisors LLC | Phoenix, AZ | 114 | 30th | 2026-09-14 |
Related records
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Ohio NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.