Capital Strategies, Inc.
Capital Strategies, Inc. (CRD# 121704) is a financial advisory firm headquartered in Indianapolis, IN. They manage $29,958,969 in 134 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management30MILLION
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Total Number of Accounts134ACCOUNTS
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Average Account Value$223,574
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
IN
Frank Bixler (CRD# 1298321) is an Investment Advisor Representative working at Capital Strategies, Inc. in Indianapolis, IN and has over 39 years of experience in the finance industry.
Jeffrey Degeeter (CRD# 4642064) is an Investment Advisor Representative working at Capital Strategies, Inc. in Indianapolis, IN and has over 21 years of experience in the finance industry.
Richard Nye (CRD# 5495357) is an Investment Advisor Representative working at Capital Strategies, Inc. in Indianapolis, IN and has over 16 years of experience in the finance industry.