Advisor at Capital City Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital City Wealth Advisors, Inc.
Location
Tallahassee, FL 32301
Credentials
CFP®, Series 63, Series 65
Industry experience
9 years
Benjamin Bowersox is a CFP® professional with nine years of industry experience. He is affiliated with Capital City Wealth Advisors, Inc. and has worked at LPL Financial and Invest Financial Corporation. Bowersox also holds a role at Capital City Trust Company. Capital City Wealth Advisors provides discretionary and non-discretionary wealth management and integrated financial planning to individuals, retirement plans, trusts, estates, charitable organizations, associations, and foundations. The firm emphasizes asset allocation and ongoing monitoring across various investment types and conducts regular portfolio reviews and client communications.
Based on Capital City Wealth Advisors, Inc.
Based on Capital City Wealth Advisors, Inc.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Certain Supervised Persons or affiliates may offer securities brokerage and insurance products under separate commission-based arrangements.
304 E. Tennessee St.
Tallahassee, FL 32301
LPL Financial, llc
2018 - Present (8 years)
Invest Financial Corporation
2016 - 2018 (2 years)
Capital City Wealth Advisors, Inc.
2015 - Present (11 years)
Capital City Trust Company
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Tallahassee, FL
Shonan Gold Financial LLC
Series 65
Tallahassee, FL
Dougherty Financial Planning, LLC
Series 63, Series 65
Tallahassee, FL
Chiron Capital Management, LLC
Series 66
Tallahassee, FL
Proper Wealth
CFP®, Series 63, Series 66
Tallahassee, FL
Proper Wealth
Series 66
Tallahassee, FL
Cassini Capital Management, LLC
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