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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Cities Investments
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|---|---|
| CRD # | 116185 |
| SEC # | 801-69504 |
| CIK # | |
| AUM | $251.4 M (2025-03-20) |
| Employees | 19 (79% Investors, 16% Brokers) |
| Phone | 317-475-4500 |
| Address | 426 East New York Street Indianapolis, IN 46202 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 512 | 131.5 |
| (b) Individuals (high net worth individuals) | 63 | 118.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,319 | 251.4 |
| By Discretionary | ||
| Discretionary | 1,319 | 251.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,319 | 251.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.4 | |
| Total | 1,319 | 251.4 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Capital Cities Investments
✚
|
IN | 0.3 |
|
Capital Cities LLC
✚
|
IN | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Westco Advisory Services Inc
✚
|
NY | 0.3 |
|
Peak Financial Advisors LLC
✚
|
CO | 0.3 |
|
Hardy & Hardy Co LLC
✚
|
OH | 0.3 |
|
Fox Hill Wealth Management
✚
|
MA | 0.3 |
|
Norris Financial Group LLC
✚
|
SC | 0.3 |
|
Glass Wealth Management Co LLC
✚
|
TX | 0.3 |
|
Alamar Capital Management LLC
✚
|
CA | 0.3 |
|
Harmony Point Wealth Advisors Inc
✚
|
CA | 0.3 |
|
Universal Financial Advisors LLC
✚
|
MO | 0.3 |
|
Signature Equity Partners LLC
✚
|
OH | 0.3 |