CRD: 116185
Capital Cities Investments
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-15-1995
- Office Locations
- 5
Office Locations
About Capital Cities Investments
Capital Cities Investments is an SEC-registered RIA based in Indianapolis serving retail and institutional clients, including entrepreneurs. The firm pairs investment planning with financial planning, tax planning, insurance, and business succession support. Its approach centers on active management and asset allocation, using mutual funds and ETFs with fixed-income exposure. Custody includes Charles Schwab, and the firm operates across multiple offices.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
WILLIAM MAXWELL MAUGER
Chairman, Chairman Of The Board, Chief Compliance Officer, Managing Member, MANAGING PRINCIPAL, President
- CRD
- #1934817
- Ownership
- 50% but less than 75%
BRYAN KEITH ALEXANDER
Financial Advisor
- CRD
- #2293786
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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Benjamin Stephen Beverly
--
- CRD
- #5233216
JEFFREY SCOTT CHEESMAN
Financial Advisor
- CRD
- #1036692
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $287,942,391 | $229,986 |
| Non-Discretionary | $0 | -- |
| Total | $287,942,391 | $229,986 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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