# Capstone Wealth Advisors,inc.

> Capstone Wealth Advisors,inc. is a state-registered investment advisory firm in Indianpolis, IN, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 122357
- Filed as: CAPSTONE WEALTH ADVISORS,INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Indianpolis, IN
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122357
- AdvisorCensus page: https://advisorcensus.com/firm/capstone-wealth-advisors-inc-indianpolis-in-122357

## Quick answers

**How is Capstone Wealth Advisors,inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Capstone Wealth Advisors,inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Capstone Wealth Advisors,inc. located?**
Capstone Wealth Advisors,inc.'s principal office is in Indianpolis, IN, according to its Form ADV.

**Is Capstone Wealth Advisors,inc. registered with the SEC or a state?**
Capstone Wealth Advisors,inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 122357.

**How much does Capstone Wealth Advisors,inc. manage?**
Capstone Wealth Advisors,inc. reports $100,214,277 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**What types of clients does Capstone Wealth Advisors,inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (34); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Capstone Wealth Advisors,inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/122357

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $100,214,277
- Discretionary: $100,214,277
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 63 | $34,349,237 |
| High net worth individuals | 34 | $65,489,652 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $375,388 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capstonewa.com
- LinkedIn @CAPSTONE-WEALTH-ADVISORS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capstone Wealth Advisors,inc. (CRD 122357): Form ADV filing data as of October 2026.