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| Keyboard |
| Capital Cities Investments
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|---|---|
| CRD # | 116185 |
| SEC # | 801-69504 |
| CIK # | |
| AUM | 287.9 M (2026-04-01) |
| Employees | 16 (88% Investors, 19% Brokers) |
| Phone | 317-475-4500 |
| Address | 426 East New York Street Indianapolis, IN 46202 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 412 | 142.3 |
| (b) Individuals (high net worth individuals) | 64 | 145.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,252 | 287.9 |
| By Discretionary | ||
| Discretionary | 1,252 | 287.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,252 | 287.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 287.9 | |
| Total | 1,252 | 287.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Capital Cities Investments
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|
IN | 287.9 M |
|
Capital Cities LLC
✚
|
IN |
| Comparable Firms | State | AUM |
|---|---|---|
|
Financial Guidance Group Inc
✚
|
288.4 M | |
|
Hesmer Wealth Management LLC
✚
|
288.4 M | |
|
Echo Wealth Management LLC
✚
|
MN | 288.2 M |
|
Financial Independence LLC
✚
|
RI | 288.1 M |
|
Burkholder & Associates LLC
✚
|
DC | 287.4 M |
|
Martin Nelson & Co Inc
✚
|
WA | 287.3 M |
|
Valley Financial Group Inc
✚
|
PA | 287.2 M |
|
Kaizen Financial Strategies LLC
✚
|
CA | 287.1 M |
|
Landmark Wealth Management Inc
✚
|
IL | 287.0 M |
|
Pathways Wealth Management Inc
✚
|
287.0 M |