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CAPITAL STRATEGIES, INC.
CAPITAL STRATEGIES, INC. was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved...
Overview
CAPITAL STRATEGIES, INC. was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved registrations in IN. In Form ADV filed on 2026-03-26, it reported 4 employees; 140 advisory accounts; services including Educational seminars and workshops, Pension consulting, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Publication of periodicals or newsletters, Selection of other advisers; client categories including Charitable organizations, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. The feed lists only participating state authorities; it does not establish current registration status.
General information
Firm type
Registered Investment Adviser
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