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CAPITAL CITY ASSET MANAGEMENT GROUP, LLC
CRD 134008 · SEC 801-64792
3789 ATTUCKS DR, POWELL, OH, 43065, United States
Phone
614-485-0803
Fax
614-486-4774
Registration
— (—)
Source
State registered
Total AUM
$79.9M
Discretionary AUM
$79.9M
Team
14 total employees; 14 advisory reps; 261 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $49.6M |
| High net worth individuals | 58 | $28.9M |
| Pension/profit sharing plans | 3 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD