Ronald Rich
Capstone Wealth Advisors · Indianapolis, Indiana
Ronald Rich is a fee-only financial advisor at Capstone Wealth Advisors in Indianapolis, Indiana. Capstone Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Capstone Wealth Advisors |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $100.2M across 306 accounts |
| SEC registration | Investment adviser representative in IN · CRD 1681357 |
| Exams passed | Series 63 (1987) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | capstonewa.com |
How Ronald's firm compares
- Capstone Wealth Advisors's average account is about $327,000, from its Form ADV (assets managed divided by 306 accounts).
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Questions about Ronald
Is Ronald Rich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and Capstone Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ronald charge for financial advice?
Ronald's firm, Capstone Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ronald Rich based?
Ronald Rich is based in Indianapolis, Indiana.
Is Ronald Rich registered with the SEC?
Yes. Ronald Rich is registered as an investment adviser representative in IN (CRD 1681357), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capstone Wealth Advisors manage?
Capstone Wealth Advisors reports $100.2M across 306 accounts in assets under management.
How do I contact Ronald Rich?
Through Ronald's website, capstonewa.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
- 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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