CAPSTONE WEALTH ADVISORS,INC.

INDIANPOLIS, Indiana·1 registered advisor·CRD# 122357
SEC# 801-68449317-577-8233
01

Firm Overview

AUM
$37M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Other: FIXED FEES FOR FINANCIAL PLANNING SERVICES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CAPSTONE WEALTH ADVISORS,INC.

1 registered advisor
Ronald Jacob Rich
INDIANPOLIS, Indiana
05

Office Locations

INDIANPOLIS, Indiana
1 advisor

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Data sourced from SEC Form ADV filings. CAPSTONE WEALTH ADVISORS,INC. (CRD# 122357) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.