Capstone Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$99,838,889
Clients
97
Advisors
4
of 4 employees
About
Capstone Wealth Advisors serves individuals and families as well as plan sponsors and privately owned businesses, offering financial planning, wealth advisory, discretionary portfolio management, tax-reduction planning, estate organization, and consulting for employee retirement plans. The firm also provides business advisory services tailored to privately held companies, including practice valuations, buy–sell and business continuation planning, and integration of business and personal financial planning.
The firm’s advice process emphasizes a review of prior-year tax returns, cash flow, net worth and client risk tolerance to build asset allocations and recommendations aligned with life and wealth goals. Investment implementation typically uses mutual funds, ETFs, separately managed accounts and third‑party model programs (including SEI‑based models), with periodic performance and tax‑summary reporting and the option for clients to restrict certain securities in separately managed portfolios.
Distinctive features include the combination of traditional wealth management with targeted business advisory work for medical practices and other private businesses, and the firm’s regular use of outside platform and manager programs rather than proprietary product sales. The firm discloses referral arrangements that include direct compensation to solicitors, occasionally serves as trustee on accounts due to family relationships, and states it does not receive commissions for recommended investments.
Client services
Expertise
Occupation focus
Fee options
Financial planning project fees are negotiable and charged as a retainer plus balance upon delivery; specific amounts vary by scope.
$0 - $500,000: 1.25% annually $500,001 - $1,250,000: 1.00% annually $1,250,001 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.25% annually $10,000,001+: Negotiable
$250 per hour for financial planning and business advisory services
Account minimum: $250,000 Minimum fee: $2,500 annual minimum fee for discretionary asset allocation services Fee-only: Yes, fees charged are fee-only; no commissions are received.
Main office
5875 Castle Creek Parkway, Suite 290
Indianpolis IN 46250
Advisors at this office
4
Most active in
Indiana
Also doing business as
Capstone Wealth Advisors, LLC · Capstone Wealth Advisors,Inc.
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
Jacob R
CFP®, Series 66
Indianpolis, IN
Capstone Wealth Advisors, Inc.
Jacob Rich is a CFP® with nine years of industry experience, currently serving as a financial advisor at Capstone Wealth Advisors, Inc. in Indianapolis, Indiana, where he has worked since 2020. His prior experience includes roles at Bank of America, Merrill, and ADP. Outside of his advisory work, he is involved as an assistant cross country and track and field coach at Brebeuf Jesuit Preparatory School, a charitable educational organization. Capstone Wealth Advisors serves individuals, families, plan sponsors, and privately owned businesses, offering a range of financial planning, wealth advisory, and business consulting services. The firm integrates traditional wealth management with targeted business advisory work and employs a diversified investment approach using mutual funds, ETFs, separately managed accounts, and third-party model programs.
Ronald R
Series 63, Series 65
Indianapolis, IN
Capstone Wealth Advisors, Inc.
Ronald Rich is a financial advisor with Capstone Wealth Advisors, Inc. in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Capstone Wealth Advisors, LLC since 2002. Capstone Wealth Advisors serves individuals, families, plan sponsors, and privately owned businesses, providing financial planning, wealth advisory, discretionary portfolio management, and business advisory services. The firm combines traditional wealth management with targeted business consulting, particularly for medical practices and private businesses, using a variety of investment platforms without proprietary product sales.
Thomas S
CFP®
Indianpolis, IN
Capstone Wealth Advisors, Inc.
Thomas Steinmetz is a Certified Financial Planner (CFP®) at Capstone Wealth Advisors, Inc. in Indianapolis, Indiana, with 19 years of industry experience. He has been with Capstone Wealth Advisors since 2007. Capstone Wealth Advisors serves individuals, families, plan sponsors, and privately owned businesses by providing financial planning, wealth advisory, portfolio management, tax-reduction planning, estate organization, and business advisory services. The firm integrates traditional wealth management with specialized business advisory work, using a process that emphasizes client financial reviews and investment implementation across multiple platforms.
Teresa B
Series 65
Indianpolis, IN
Capstone Wealth Advisors, Inc.
Teresa Barthuly is a financial advisor at Capstone Wealth Advisors, Inc. in Indianapolis, IN, holding a Series 65 designation with four years of industry experience. She has been with Capstone Wealth Advisors since 2021. Capstone Wealth Advisors is a privately owned firm serving individuals, families, high-net-worth clients, and sponsored retirement plans. The firm offers personal financial planning, discretionary portfolio management, retirement-plan consulting, and business advisory services, utilizing a process that reviews tax returns, cash flow, net worth, and risk tolerance to recommend diversified asset allocations.
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