Bud Lavery
Capstone Wealth Partners · Dublin, Ohio
Bud Lavery is a fee-only financial advisor at Capstone Wealth Partners in Dublin, Ohio, who holds the CFP credential. Capstone Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Capstone Wealth Partners |
|---|---|
| Based in | Dublin, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $114.9M across 577 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 7623738 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | capstonewealthpartners.com |
How Bud's firm compares
- Capstone Wealth Partners's average account is about $199,000, from its Form ADV (assets managed divided by 577 accounts).
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Questions about Bud
Is Bud Lavery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bud holds no broker registration, and Capstone Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bud charge for financial advice?
Bud's firm, Capstone Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Bud Lavery based?
Bud Lavery is based in Dublin, Ohio.
What credentials does Bud Lavery hold?
Bud Lavery holds the CFP credential.
Is Bud Lavery registered with the SEC?
Yes. Bud Lavery is registered as an investment adviser representative in CO and TX (CRD 7623738), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capstone Wealth Partners manage?
Capstone Wealth Partners reports $114.9M across 577 accounts in assets under management.
How do I contact Bud Lavery?
Through Bud's website, capstonewealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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