AdvisorOS Directory
Claim Profile
Unclaimed Profile
RR

Ronald Jacob Rich

CAPSTONE WEALTH ADVISORS,INC.·INDIANPOLIS, Indiana
Series 7, Series 63, Series 65Clean record23 years registeredCAPSTONE WEALTH ADVISORS,INC.
5875 CASTLE CREEK PARKWAY SUITE 185, INDIANPOLIS, IN 46250CRD# 1681357Firm CRD# 122357

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ronald Jacob Rich · INDIANPOLIS, IN
Registration
CRD #1681357 · CAPSTONE WEALTH ADVISORS,INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

CAPSTONE WEALTH ADVISORS,INC.
Aug 2002 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · August 22, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPSTONE WEALTH ADVISORS,INC.
CRD 122357 · SEC 801-68449
AUM
$37M
Regulatory assets under management
Employees
1
67 client accounts
Services offered by CAPSTONE WEALTH ADVISORS,INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAPSTONE WEALTH ADVISORS,INC. →
Introduction

Speak with Ronald

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ronald is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in INDIANPOLIS?

Browse all registered financial advisors in INDIANPOLIS, Indiana or claim this profile if it's yours.

Browse INDIANPOLIS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Ronald Jacob Rich offer?
Ronald Jacob Rich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANPOLIS, Indiana for a consultation.
What are Ronald Jacob Rich's credentials?
Ronald Jacob Rich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Jacob Rich located?
Ronald Jacob Rich is based in INDIANPOLIS, Indiana, working with CAPSTONE WEALTH ADVISORS,INC.. Their office serves clients in the INDIANPOLIS metropolitan area and surrounding communities.
How does Ronald Jacob Rich charge for services?
Ronald Jacob Rich's firm is compensated through percentage of aum, other: fixed fees for financial planning services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSTONE WEALTH ADVISORS,INC.?
CAPSTONE WEALTH ADVISORS,INC. has approximately 1 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (230)FORT WAYNE (92)CARMEL (82)EVANSVILLE (30)SOUTH BEND (20)KOKOMO (17)AUBURN (16)FISHERS (14)WINONA LAKE (14)COLUMBUS (12)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Request removal of this profile