|
⚲
|
| Capital City Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 172199 |
| SEC # | 801-131838 |
| CIK # | |
| AUM | $130.0 M (2026-02-18) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 701-250-7220 |
| Address | 1000 Tacoma Avenue Bismarck, ND 58504 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 35.0 |
| (b) Individuals (high net worth individuals) | 40 | 95.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 298 | 130.0 |
| By Discretionary | ||
| Discretionary | 298 | 130.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 298 | 130.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.0 | |
| Total | 298 | 130.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Soundpath Retirement Strategies LLC
✚
|
WA | 0.1 |
|
Gibson Financial Solutions Inc
✚
|
ME | 0.1 |
|
Peak Financial Consulting Inc
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|
MN | 0.1 |
|
Sterling Bridge Financial Group LLC
✚
|
FL | 0.1 |
|
Frisco Financial Planning LLC
✚
|
0.1 | |
|
Wolfgang Capital LLC
✚
|
CA | 0.1 |
|
Foothills Advisors LLC
✚
|
AZ | 0.1 |
|
Chartered Advisory Group Inc
✚
|
PA | 0.1 |
|
Personal Money Planning LLC
✚
|
TX | 0.1 |
|
Reality Financial Planning Services LLC
✚
|
FL | 0.1 |