CRD: 134008
Capital City Asset Management Group, LLC
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- Custodian
- Interactive Brokers ยท RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-07-2005
- Office Locations
- 5
Office Locations
About Capital City Asset Management Group, LLC
Patriot Capital Financial is an independent Ohio-based insurance agency focused on Medicare coverage, life and long-term care insurance, and retirement solutions including annuities. Serving clients statewide, it designs plans around low costs and benefit structure and provides personalized guidance to help Medicare-eligible retirees make informed choices, working across major insurance carriers by appointment.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
TODD EDWARD CRAWFORD
Chief Compliance Officer, Investment Advisor
- CRD
- #1951009
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Zakariah Yehya Aziz
--
- CRD
- #6935579
CURTIS CORNELIOUS CLARK
--
- CRD
- #4602306
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,929,503 | $119,798 |
| Non-Discretionary | $0 | -- |
| Total | $79,929,503 | $119,798 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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