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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 27, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RICH, RONALD, JACOB | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, RONALD, JACOB | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, RONALD, JACOB | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, RONALD, JACOB | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, RONALD, JACOB | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, RONALD, JACOB | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, RONALD, JACOB | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, RONALD, JACOB | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 27, 2012 REGISTERED
Notice Filings (1)
IN
Address
5875 CASTLE CREEK PARKWAY SUITE 185INDIANPOLIS, IN 46250
United States
Phone: 317-577-8233