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CAPSTONE WEALTH ADVISORS,INC.
CRD 122357 · SEC 801-68449
5875 CASTLE CREEK PARKWAY, SUITE 290, INDIANPOLIS, IN, 46250, United States
Phone
317-577-8233
Fax
317-577-8234
Registration
— (—)
Source
State registered
Total AUM
$100.2M
Discretionary AUM
$100.2M
Team
4 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $34.3M |
| High net worth individuals | 34 | $65.5M |
| Pension/profit sharing plans | 1 | $375K |
All web addresses on file
Official SEC filing: View on IAPD