Adviser Profile
| As of Date | 02/01/2025 |
| Registration status | Registration Changed to CAPITAL CITY WEALTH MANAGEMENT, INC. |
| ADV Location | BISMARCK, ND, United States |
| Contact Info | (70 xxxxxxx |
| Websites |
| AUM* | 126,000,000 26% |
| of that, discretionary | 126,000,000 26% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 422,819 4% |
| % High Net Worth | 29.63% 10% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds