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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capital City Wealth Management Inc
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|---|---|
| CRD # | 172199 |
| SEC # | 801-131838 |
| CIK # | |
| AUM | $126.0 M (2025-03-25) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 701-250-7220 |
| Address | 1000 Tacoma Avenue Bismarck, ND 58504 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 35.0 |
| (b) Individuals (high net worth individuals) | 40 | 91.0 |
| (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 | 298 | 126.0 |
| By Discretionary | ||
| Discretionary | 298 | 126.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 298 | 126.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.0 | |
| Total | 298 | 126.0 |
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|---|---|---|
|
Aventus Investment Advisors Inc
✚
|
FL | 0.1 |
|
Vision Capital Partners
✚
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MI | 0.1 |
|
Dipaolo Financial Group Inc
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FL | 0.1 |
|
Tea & Taxes Company DBA Prosperitea Planning
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0.1 | |
|
Gibson Financial Solutions Inc
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ME | 0.1 |
|
Marvel Financial Planning Inc
✚
|
0.1 | |
|
Twenty Twenty Investment Advisors LLC
✚
|
0.1 | |
|
Town Capital LLC
✚
|
MD | 0.1 |
|
Big Sky Wealth Advisors LLC
✚
|
MT | 0.1 |
|
Eagleson Arndt Financial Advisors LLC
✚
|
CA | 0.1 |