RIA Intel›Advisers›Indiana›CAPITAL STRATEGIES, INC.

CAPITAL STRATEGIES, INC.

Advisory

INDIANAPOLIS, IN

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account

$294K

across 140 accounts

AUM per adviser

$14M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$41M

Discretionary AUM$41M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients84

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

84 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

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SUNRIFT CAPITAL PARTNERS LLC

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AFFINITY FINANCIAL - THE WALKER GROUP LLC

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LEWIS WEALTH MANAGEMENT, LLC

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