Aidan Schultz
Capstone Investment Financial Group · Webster, New York
Aidan Schultz is a fee-only financial advisor at Capstone Investment Financial Group in Webster, New York. Aidan focuses on retirement planning, divorce financial planning and small business owners. Capstone Investment Financial Group reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Capstone Investment Financial Group |
|---|---|
| Based in | Webster, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $174.6M across 1,015 accounts |
| SEC registration | Investment adviser representative in CO · CRD 8220919 |
| Exams passed | Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.capstoneinvest.com |
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Questions about Aidan
Is Aidan Schultz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aidan holds no broker registration, and Capstone Investment Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aidan charge for financial advice?
Aidan's firm, Capstone Investment Financial Group, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Aidan Schultz based?
Aidan Schultz is based in Webster, New York.
What does Aidan specialize in?
Aidan's specialties include retirement planning, divorce financial planning and small business owners. Aidan works with divorced individuals.
Is Aidan Schultz registered with the SEC?
Yes. Aidan Schultz is registered as an investment adviser representative in CO (CRD 8220919), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capstone Investment Financial Group manage?
Capstone Investment Financial Group reports $174.6M across 1,015 accounts in assets under management.
How do I contact Aidan Schultz?
Through Aidan's website, www.capstoneinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Capstone Investment Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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