Wealth Manager
    SEC Registered
    Manages Private Funds

    Capital City Wealth Management, Inc.

    Registered investment advisor · Bismarck, North Dakota · CRD #172199

    Assets Under Management
    $130M
    Client Accounts
    298
    Employees
    6
    CRD Number
    172199
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Capital City Wealth Management, Inc.

    Capital City Wealth Management, Inc. is a SEC-registered investment advisory firm headquartered in Bismarck, North Dakota, managing approximately $130M in regulatory assets across 298 client accounts. The firm's full regulatory record is filed with the SEC under CRD #172199.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Capital City Wealth Management, Inc.'s AUM?

    Capital City Wealth Management, Inc. reports approximately $130M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Capital City Wealth Management, Inc. headquartered?

    Capital City Wealth Management, Inc. is headquartered in Bismarck, North Dakota.

    What is Capital City Wealth Management, Inc.'s CRD number?

    Capital City Wealth Management, Inc.'s CRD number is 172199. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Capital City Wealth Management, Inc. manage?

    Capital City Wealth Management, Inc. manages approximately 298 client accounts according to its latest SEC filing.

    Is Capital City Wealth Management, Inc. SEC registered?

    Yes, Capital City Wealth Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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