Teresa Barthuly
Capstone Wealth Advisors · Indianpolis, Indiana
Teresa Barthuly is a fee-only financial advisor at Capstone Wealth Advisors in Indianpolis, 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 | Indianpolis, 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 7080164 |
| Exams passed | Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | capstonewa.com |
How Teresa'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 Teresa
Is Teresa Barthuly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Teresa 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 Teresa charge for financial advice?
Teresa's firm, Capstone Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Teresa Barthuly based?
Teresa Barthuly is based in Indianpolis, Indiana.
Is Teresa Barthuly registered with the SEC?
Yes. Teresa Barthuly is registered as an investment adviser representative in IN (CRD 7080164), 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 Teresa Barthuly?
Through Teresa'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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