CAPITAL STRATEGIES, INC.

CAPITAL STRATEGIES, INC. of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 121704). Regulatory assets under management: $41.1M.

Registration

• CRD: 121704
• Type: Registered investment adviser
• Location: 6439 S. EAST STREET, INDIANAPOLIS, IN, 46227-2100
• Phone: 317-262-1700
• Latest filing: 2026-03-26
• Regulatory AUM: $41.1M
• Discretionary AUM: $41.1M
• Clients: 4
• Accounts: 140

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Pooled vehicles, Pensions, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121704 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search