Capstone Wealth Advisors,inc.

Capstone Wealth Advisors,inc. (CRD# 122357) is a financial advisory firm headquartered in Indianapolis, IN. They manage $86,922,769 in 306 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5875 Castle Creek Parkway, Suite 290, Indianapolis, IN 46250
http://capstonewa.com
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    306
    ACCOUNTS
  • Average Account Value
    $284,061
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Capstone Wealth Advisors,inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jacob Rich, financial advisor Indianapolis IN
Jacob C. Rich
CRD#: 6837023
5875 Castle Creek Parkway, Suite 290, Indianapolis, IN 46250

Jacob Rich (CRD# 6837023) is an Investment Advisor Representative working at Capstone Wealth Advisors,inc. in Indianapolis, IN and has over 6 years of experience in the finance industry.

2
Ronald Rich, financial advisor Indianapolis IN
Ronald J. Rich
CRD#: 1681357
5875 Castle Creek Parkway, Suite 290, Indianapolis, IN 46250

Ronald Rich (CRD# 1681357) is an Investment Advisor Representative working at Capstone Wealth Advisors,inc. in Indianapolis, IN and has over 36 years of experience in the finance industry.

3
Thomas Steinmetz, financial advisor Indianapolis IN
Thomas M. Steinmetz
CRD#: 4572353
5875 Castle Creek Parkway, Suite 290, Indianapolis, IN 46250

Thomas Steinmetz (CRD# 4572353) is an Investment Advisor Representative working at Capstone Wealth Advisors,inc. in Indianapolis, IN and has 1 year of experience in the finance industry.

4
Teresa Barthuly, financial advisor Indianapolis IN
Teresa Barthuly
CRD#: 7080164
5875 Castle Creek Parkway, Suite 290, Indianapolis, IN 46250

Teresa Barthuly (CRD# 7080164) is an Investment Advisor Representative working at Capstone Wealth Advisors,inc. in Indianapolis, IN and has over 2 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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