# Luminary Wealth

> Luminary Wealth is a state-registered investment advisory firm in Fort Wayne, IN, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 116484
- Filed as: LUMINARY WEALTH
- Legal name: Capstone Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fort Wayne, IN
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116484
- AdvisorCensus page: https://advisorcensus.com/firm/luminary-wealth-fort-wayne-in-116484

## Quick answers

**How is Luminary Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Luminary Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Luminary Wealth located?**
Luminary Wealth's principal office is in Fort Wayne, IN, according to its Form ADV.

**Is Luminary Wealth registered with the SEC or a state?**
Luminary Wealth is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 116484.

**How much does Luminary Wealth manage?**
Luminary Wealth reports $90,850,266 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (74% discretionary).

**What types of clients does Luminary Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (59); high net worth individuals (12).

**Does Luminary Wealth 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/116484

## 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: $90,850,266
- Discretionary: $67,478,237
- Non-discretionary: $23,372,029

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $31,012,124 |
| High net worth individuals | 12 | $42,967,791 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $13,564,826 |
| Charitable organizations | Fewer than 5 | $3,305,525 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2011 (15 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- luminarywealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Luminary Wealth (CRD 116484): Form ADV filing data as of October 2026.