Capital City Asset Management Group, LLC

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Client assets under management

$43,328,751

Clients

173

12% high-net worth

Advisors

of 14 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Very Low

Average account size

$250,455

Client services

Financial planning Portfolio management Selection of other advisers

Main office location

Capital City Asset Management Group, LLC

3789 Attucks Dr

Powell OH 43065, United States

Number of offices

Most active in

Florida · New York · Ohio

Disclosures

Business activities & affiliations

Is 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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

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.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 614-485-0803

Advisors at this firm

Zakariah A

Series 63, Series 65

Powell, OH

Capital City Asset Management Group, LLC

Michael J

Series 63

Powell, OH

Capital City Asset Management Group, LLC

Shyam M

ChFC®, Series 63

Powell, OH

Capital City Asset Management Group, LLC

David G

Series 63, Series 66

Powell, OH

Capital City Asset Management Group, LLC

Kurt H

Series 63, Series 65

Powell, OH

Capital City Asset Management Group, LLC

Vaughn F

Series 63

Powell, OH

Capital City Asset Management Group, LLC

Kevin F

Series 63, Series 65

Maumee, OH

Capital City Asset Management Group, LLC

Curtis C

Series 63

Powell, OH

Capital City Asset Management Group, LLC

Todd C

Series 63, Series 65

Powell, OH

Capital City Asset Management Group, LLC

Timothy S

Series 63

Powell, OH

Capital City Asset Management Group, LLC

Shahrokh M

Series 63, Series 65

Powell, OH

Capital City Asset Management Group, LLC

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