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- Custodian
- Bank OF America · Merrill Lynch · SEI
- Clients
- Retail and Institutional
- Platforms
- Radial radialNorth
- Established Date
- 08-22-2002
- Office Locations
- 1
Office Locations
About Capstone Wealth ADVISORS,INC.
Capstone Wealth Advisors is an Indianapolis, IN RIA providing wealth advisory and financial planning, including tax, estate and charitable planning and insurance guidance. The team emphasizes goals-based portfolio construction, asset allocation and risk management for individuals and families, including business owners, physicians and retirees, and supports retail and institutional relationships, including via SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RONALD JACOB RICH
Chief Compliance Officer, Principal
- CRD
- #1681357
- Ownership
- 50% but less than 75%
THOMAS M STEINMETZ
Principal
- CRD
- #4572353
- Ownership
- 25% but less than 50%
Alpha radial
Zenith wave
- CRD
- #18516
- Ownership
- 39.1%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,214,277 | -- |
| Non-Discretionary | $0 | $549,725 |
| Total | $100,214,277 | $549,725 |
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Separately Managed Accounts
Total SMA Asset: $100,214,277
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $233,424,503 | 12.0% |
| Corporate - Investment Grade | $315,123,079 | 16.2% |
| Equity - Exchange | $490,191,456 | 25.2% |
| Municipal Bonds | $464,903,801 | 23.9% |
| Cash | $441,561,350 | 22.7% |
| Total | $1,945,204,189 | 100.0% |