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CAPITAL STRATEGIES, INC.
CRD 121704
6439 S. EAST STREET, INDIANAPOLIS, IN, 46227-2100, United States
Phone
317-262-1700
Fax
317-262-1707
Registration
— (—)
Source
State registered
Total AUM
$41.1M
Discretionary AUM
$41.1M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $14.4M |
| High net worth individuals | 13 | $25.9M |
| Charitable organizations | 4 | $808K |
All web addresses on file
Official SEC filing: View on IAPD