Lindsey Simek
Capstone Investment Financial Group · Webster, New York
Lindsey Simek is a fee-only financial advisor at Capstone Investment Financial Group in Webster, New York. Lindsey 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 6979602 |
| Exams passed | Series 65 (2021) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.capstoneinvest.com |
| Profile |
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Questions about Lindsey
Is Lindsey Simek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lindsey 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 Lindsey charge for financial advice?
Lindsey'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 Lindsey Simek based?
Lindsey Simek is based in Webster, New York.
What does Lindsey specialize in?
Lindsey's specialties include retirement planning, divorce financial planning and small business owners. Lindsey works with divorced individuals.
Is Lindsey Simek registered with the SEC?
Yes. Lindsey Simek is registered as an investment adviser representative in CO (CRD 6979602), 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 Lindsey Simek?
Through Lindsey'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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