Overview
Assets Under Management: $130 million
Headquarters: BISMARCK, ND
High-Net-Worth Clients: 40
Average Client Assets: $2.4 million
Frequently Asked Questions
CAPITAL CITY WEALTH MANAGEMENT, INC. 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 #172199), CAPITAL CITY WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CAPITAL CITY WEALTH MANAGEMENT, INC. is headquartered in BISMARCK, ND.
CAPITAL CITY WEALTH MANAGEMENT, INC. serves 40 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, CAPITAL CITY WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
CAPITAL CITY WEALTH MANAGEMENT, INC. manages $130 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, CAPITAL CITY WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.08%
Average Client Assets: $2.4 million
Total Client Accounts: 298
Discretionary Accounts: 298
Regulatory Filings
CRD Number: 172199
Filing ID: 2052135
Last Filing Date: 2026-02-18 12:47:59