A complete list of active advisors currently associated with Capital Strategies, Inc.
Warmer can help you find a great advisor at Capital Strategies, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Capital Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Indianapolis, IN
| 26
| |
Indianapolis, IN
| 23
| |
Indianapolis, IN
| 18
|
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