Ryan Lee Sheppard
Investment adviser representative at Capstone Wealth Partners
16 yearsExperience
2 statesRegistered in
ChFC®Designation
$114.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Capstone Wealth Partners LtdJan 2010 to now
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Capstone Wealth Partners
Legal name: Capstone Wealth Partners, Ltd.
$114.9MAssets managed
157Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4861499
- Firm CRD
- 152524