Capital Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$40,298,523
Clients
80
Advisors
3
across 2 offices
About
Capital Strategies, Inc. provides investment advisory and portfolio management services to individual clients, including high‑net‑worth households, primarily under asset‑based fee arrangements. The firm reports about $41.1 million in assets under management across roughly 80 client accounts and is supported by three advisors.
According to its Form ADV, the firm delivers ongoing portfolio management tailored to individual objectives and conducts periodic account reviews and performance monitoring. Capital Strategies generally charges fees based on a percentage of assets under management and documents its advisory services and procedures in its ADV brochure.
The firm discloses that it distributes periodic newsletters and conducts educational seminars and workshops for clients, activities that are relatively uncommon among similarly sized supported advisers. These client education and communications offerings are highlighted in the brochure and are less frequently provided by peers that focus mainly on portfolio management and standard reporting.
Client services
Fee options
Main office
See office6439 S. East Street
Indianapolis IN 46227-2100
Advisors at this office
1
Offices (2)
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jeffrey D
Series 65
Indianapolis, IN
Capital Strategies, Inc.
Jeffrey Degeeter is a financial advisor at Capital Strategies, Inc. in Indianapolis, Indiana, with 23 years of industry experience. He holds a Series 65 designation and has been with Capital Strategies since 2002. Capital Strategies, Inc. provides investment advisory and portfolio management services to individual and high-net-worth clients, managing approximately $41.1 million in assets across about 80 accounts. The firm offers tailored portfolio management, periodic account reviews, and educational seminars and newsletters for clients.
Richard N
Series 65
Indianapolis, IN
Capital Strategies, Inc.
Richard Nye is a Series 65-licensed financial advisor with Capital Strategies, Inc. in Indianapolis, IN, where he has worked since 2007. He has 17 years of industry experience. Capital Strategies, Inc. provides investment advisory and portfolio management services to individual clients, including high-net-worth households, managing approximately $41.1 million in assets across about 80 client accounts. The firm offers ongoing portfolio management tailored to individual objectives and supports client education through newsletters and seminars.
Frank B
CFP®, Series 63
Indianapolis, IN
Capital Strategies, Inc.
Frank Bixler Jr. is a CFP® with 26 years of industry experience, serving as president of Capital Strategies, Inc. in Indianapolis since 1997. He has also been trustee of the Frank D. Bixler QT and GS Trusts since 1993, managing investments and administering the trusts as a separate business activity. Capital Strategies, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, with approximately $41.1 million in assets under management. The firm offers tailored portfolio management, periodic account reviews, and client education through newsletters and seminars.
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