Capital Strategies, Inc.

Capital Strategies, Inc. (CRD# 121704) is a financial advisory firm headquartered in Indianapolis, IN. They manage $29,958,969 in 134 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6439 S. East Street, Indianapolis, IN 46227
http://www.cap-strat.com
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $223,574
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Capital Strategies, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Frank Bixler, financial advisor Indianapolis IN
Frank D. Bixler
CRD#: 1298321
151 N. Delaware Street, Suite 1440, Indianapolis, IN 46204

Frank Bixler (CRD# 1298321) is an Investment Advisor Representative working at Capital Strategies, Inc. in Indianapolis, IN and has over 39 years of experience in the finance industry.

2
Jeffrey Degeeter, financial advisor Indianapolis IN
Jeffrey P. Degeeter
CRD#: 4642064
151 N. Delaware Street, Suite 1440, Indianapolis, IN 46204

Jeffrey Degeeter (CRD# 4642064) is an Investment Advisor Representative working at Capital Strategies, Inc. in Indianapolis, IN and has over 21 years of experience in the finance industry.

3
Richard Nye, financial advisor Indianapolis IN
Richard C. Nye
CRD#: 5495357
6439 S. East Street, Indianapolis, IN 46227

Richard Nye (CRD# 5495357) is an Investment Advisor Representative working at Capital Strategies, Inc. in Indianapolis, IN and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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