CAPSTONE WEALTH ADVISORS,INC.
CRD #122357 SEC #801-68449 INDIANPOLIS, IN 317-577-8233
SEC Registered
Total AUM
$36.8M
Discretionary
$0
Employees
1
Clients
11
Accounts
67
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $36.8M | $0 | $36.8M | 1 | 26 |
| Apr 2012 | $36.8M | $0 | $36.8M | 1 | 26 |
| Apr 2012 | $36.8M | $0 | $36.8M | 1 | 26 |
| Mar 2012 | $36.8M | $0 | $36.8M | 1 | 26 |
| May 2011 | $34M | $34M | $0 | 5 | -- |
| Mar 2009 | $30M | $0 | $30M | 5 | -- |
| Nov 2007 | $36M | $36M | $0 | 5 | -- |
| Oct 2007 | $36M | $36M | $0 | 5 | -- |
DateJun 2012
Total AUM$36.8M
Discretionary$0
Non-Disc.$36.8M
Employees1
Clients26
DateApr 2012
Total AUM$36.8M
Discretionary$0
Non-Disc.$36.8M
Employees1
Clients26
DateApr 2012
Total AUM$36.8M
Discretionary$0
Non-Disc.$36.8M
Employees1
Clients26
DateMar 2012
Total AUM$36.8M
Discretionary$0
Non-Disc.$36.8M
Employees1
Clients26
DateMay 2011
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateNov 2007
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--