Overview
Assets Under Management: $251 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 63
Average Client Assets: $2 million
Frequently Asked Questions
CAPITAL CITIES INVESTMENTS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116185), CAPITAL CITIES INVESTMENTS is subject to fiduciary duty under federal law.
CAPITAL CITIES INVESTMENTS is headquartered in INDIANAPOLIS, IN.
CAPITAL CITIES INVESTMENTS serves 63 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL CITIES INVESTMENTS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CAPITAL CITIES INVESTMENTS manages $251 million in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, CAPITAL CITIES INVESTMENTS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.23
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,319
Discretionary Accounts: 1,319
Regulatory Filings
CRD Number: 116185
Filing ID: 1953489
Last Filing Date: 2025-03-20 18:51:00
Website: https://capcities.net