Ryan Sheppard
Capstone Wealth Partners · Dublin, Ohio
Ryan Sheppard is a fee-only financial advisor at Capstone Wealth Partners in Dublin, Ohio, who holds the ChFC 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 | ChFC |
| SEC registration | Investment adviser representative in OH, TX · CRD 4861499 |
| Exams passed | Series 66 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | capstonewealthpartners.com |
How Ryan'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 Ryan
Is Ryan Sheppard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan 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 Ryan charge for financial advice?
Ryan's firm, Capstone Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ryan Sheppard based?
Ryan Sheppard is based in Dublin, Ohio.
What credentials does Ryan Sheppard hold?
Ryan Sheppard holds the ChFC credential.
Is Ryan Sheppard registered with the SEC?
Yes. Ryan Sheppard is registered as an investment adviser representative in OH and TX (CRD 4861499), 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 Ryan Sheppard?
Through Ryan'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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