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Bud Lavery

Capstone Wealth Partners

Grand Junction, CO

Dublin, OH

CRD 7623738

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Employer firm

Capstone Wealth Partners CRD 152524

$115M regulatory AUM 21 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Capstone Wealth Partners

6037 Frantz Rd. Suite 104, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-04-07
TX RA APPROVED 2023-11-21
  • CO RA
    APPROVED
    Since 2026-04-07
  • TX RA
    APPROVED
    Since 2023-11-21

Branch Locations

Grand Junction, CO • United States

6037 Frantz Rd. Suite 104, Dublin, OH 43017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capstone Wealth Partners Grand Junction CO 11/2023 Present
San Diego Wealth San Diego CA 08/2022 11/2023
Supportive Accountability Hub Boston MA 01/2020 08/2021
San Diego Wealth San Diego CA 09/2021 08/2022
Mentor Nc Durham NC 01/2019 01/2020
Campus Candor Durham NC 01/2018 01/2019
Innovative Research And Technology (Irt) Durham NC 01/2015 01/2018
  • 11/2023 → Present
    Capstone Wealth Partners
    Grand Junction, CO
  • 08/2022 → 11/2023
    San Diego Wealth
    San Diego, CA
  • 01/2020 → 08/2021
    Supportive Accountability Hub
    Boston, MA
  • 09/2021 → 08/2022
    San Diego Wealth
    San Diego, CA
  • 01/2019 → 01/2020
    Mentor Nc
    Durham, NC
  • 01/2018 → 01/2019
    Campus Candor
    Durham, NC
  • 01/2015 → 01/2018
    Innovative Research And Technology (Irt)
    Durham, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-16
  • S65 Uniform Investment Adviser Law Examination
    2022-12-16
Designations
  • Certified Financial Planner
Other Names
  • Bernard Lee Lavery
  • Bud Reiter-Lavery

View on SEC IAPD

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