← Back to searchVisit website
LUMINARY WEALTH
CAPSTONE ADVISORS, LLC
CRD 116484
7910 CARNEGIE BLVD., FORT WAYNE, IN, 46804, United States
Phone
260-420-2500
Fax
260-739-3495
Registration
— (—)
Source
State registered
Total AUM
$90.9M
Discretionary AUM
$67.5M
Team
3 total employees; 3 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $31.0M |
| High net worth individuals | 12 | $43.0M |
All web addresses on file
Official SEC filing: View on IAPD