# Idstein Capital Management

> Idstein Capital Management is an exempt reporting adviser in Indio, CA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 342222
- Filed as: IDSTEIN CAPITAL MANAGEMENT
- Legal name: Idstein Capital Management, LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: Indio, CA
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342222
- AdvisorCensus page: https://advisorcensus.com/firm/idstein-capital-management-indio-ca-342222

## Quick answers

**Where is Idstein Capital Management located?**
Idstein Capital Management's principal office is in Indio, CA, according to its Form ADV.

**How does Idstein Capital Management report to regulators?**
Idstein Capital Management is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 342222.

**Does Idstein Capital Management 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/342222

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Idstein Capital Management (CRD 342222): Form ADV filing data as of October 2026.