Capital Strategies & Investments, Inc.

Capital Strategies & Investments, Inc. (CRD# 112813) is a financial advisory firm headquartered in San Francisco, CA. They manage $66,667,526 in 154 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $432,906
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Capital Strategies & Investments, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Rockne S. Schatz
CRD#: 1091781
490 Jefferson St., San Francisco, CA 94109
83
Wealthminder
score

Rockne Schatz (CRD# 1091781) is an Investment Advisor Representative working at Capital Strategies & Investments, Inc. in San Francisco, CA and has over 30 years of experience in the finance industry.

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