Capstone Wealth Advisors

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

5875 Castle Creek Parkway North Dr Ste 2...

Phone Number

(866) 794-8066

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Capstone Wealth Advisors

Capstone Wealth Advisors is a fee-only fiduciary financial advisor based in Indianapolis, IN, providing wealth advisory and financial planning services to clients across the United States. They cater to a diverse clientele, including business owners, physicians, medical practices, and retirees. The firm emphasizes a client-first approach, focusing on understanding individual goals and crafting innovative solutions to meet unique financial needs. With a commitment to anticipating challenges, Capstone Wealth Advisors aims to help clients enjoy their lives while effectively managing their finances.Explore more
Capstone Wealth Advisors's Social MediaPopular SearchesCapstone Wealth Advisors IncCapstone Wealth AdvisorsCapstoneCapstone WealthCapstone Wealth Advisors inSIC Code 62,628NAICS Code 52,523Show more

Capstone Wealth Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capstone Wealth Advisors

<$5M
1-10
Private
-
2002
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2012
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Capstone Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capstone Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capstone Wealth Advisors.

Capstone Wealth Advisors Tech Stack

A closer look at the technologies used by Capstone Wealth Advisors

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Frequently Asked Questions Regarding Capstone Wealth Advisors

What is Capstone Wealth Advisors's official website?
Capstone Wealth Advisors's official website is www.capstonewa.com
What is Capstone Wealth Advisors's Revenue?
Capstone Wealth Advisors's revenue is <$5 Million
What is Capstone Wealth Advisors's SIC code?
Capstone Wealth Advisors's SIC: 62,628
What is Capstone Wealth Advisors's NAICS code?
Capstone Wealth Advisors's NAICS: 52,523
How many employees does Capstone Wealth Advisors have?
Capstone Wealth Advisors has 1-10 employees
What industry does Capstone Wealth Advisors belong to?
Capstone Wealth Advisors is in the industry of: Finance, Securities Trading
What is Capstone Wealth Advisors competition?
Capstone Wealth Advisors top competitors include: Covenant Wealth Advisors, Waterford Advisors, Sterling Total Wealth Solutions, Core Wealth Management
What technology does Capstone Wealth Advisors use?
Some of the popular technologies that Capstone Wealth Advisors uses are: Drupal, AddToAny, Microsoft 365, Google Tag Manager
How do I contact Capstone Wealth Advisors?
Capstone Wealth Advisors contact info: Phone number: (866) 794-8066 Website: www.capstonewa.com
What does Capstone Wealth Advisors do?

Capstone Wealth Advisors is a fee-only fiduciary financial advisor based in Indianapolis, IN, providing wealth advisory and financial planning services to clients across the United States. They cater to a diverse clientele, including business owners, physicians, medical practices, and retirees. The firm emphasizes a client-first approach, focusing... on understanding individual goals and crafting innovative solutions to meet unique financial needs. With a commitment to anticipating challenges, Capstone Wealth Advisors aims to help clients enjoy their lives while effectively managing their finances.Read More

What are Capstone Wealth Advisors social media links?
Capstone Wealth Advisors Linkedin page Capstone Wealth Advisors Twitter page
Is Capstone Wealth Advisors a public company?
Capstone Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Capstone Wealth Advisors

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