RIA Intel›Advisers›Indiana›CAPSTONE ADVISORS, LLC

CAPSTONE ADVISORS, LLC

Advisory

FORT WAYNE, IN

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in IN

#223

of 270 advisers by AUM

Average account

$311K

across 292 accounts

AUM per adviser

$30M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$91M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$91M

Discretionary AUM$67M

Non-Discretionary AUM$23M

Discretionary %74.3%

Total Clients71

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, NC

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

71 clients

12 high-net-worth

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

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