CRD: 172199
Capital City Wealth Management, Inc.
$130.0M Total AUM
$130.0M Disc. AUM
-- 3Y CAGR
6 Employees
135 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- BeaconBridge +more
- Established Date
- 09-08-2014
- Office Locations
- 3
Office Locations
1000 Tacoma Avenue Suite 200 Bismarck ND
-- Clayton MO
-- Westlake OH
About Capital City Wealth Management, Inc.
Capital City Wealth Management is a fee-only RIA in Bismarck, ND led by CFP Benjamin Brandt, focused on retirees and pre-retirees. The firm builds personalized retirement-income strategies and provides ongoing financial planning, tax and estate planning support, and portfolio construction. Portfolios often use ETFs, mutual funds, and fixed income; custody includes Fidelity/NFS.
Team overview
47 AVG AGE
$43.3M AVG AUM / ADVISOR
$963.0K AVG AUM / CLIENT
4.7 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Matrix vector Matrix horizon Capital
Client Personas
Ridge legacy
Custodian
Insight zenith Wave wave Oak capital Glacier foundation Radial
Investment Themes
Delta
Investment Vehicles
Catalyst
Services
Ember alpha Crest ember Glacier Signal wave Signal peak Meridian optima
Technology
Peak Matrix vector Optima
Owner & Executives
B
Benjamin Jacob Brandt Sr.
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #5177378
- Ownership
- 75% or more
(597) 844-7884
insight.crest@harborcapital.com
in linkedin.com/in/vertex-focus
Showing 1 of 1 owners & executives
Unlock allContacts
CALLA CARPENTER CORNETT
--
- CRD
- #6492383
(751) 825-7443
value.peak@deltacapital.com
in linkedin.com/in/element-wave
Brandon Kurt Dingman
--
- CRD
- #6901167
(207) 227-7961
element.matrix@eaglecapital.com
in linkedin.com/in/meridian-pioneer
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,000,000 | $436,242 |
| Non-Discretionary | $0 | -- |
| Total | $130,000,000 | $436,242 |
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Separately Managed Accounts
Total SMA Asset: $130,000,000
Equity - Exchange:
15.4% Public Funds:
22.8% Corporate - Investment Grade:
10.1% U.S. Government/Agency:
28.4% Cash:
23.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $389,818,155 | 15.4% |
| Public Funds | $577,133,372 | 22.8% |
| Corporate - Investment Grade | $255,659,959 | 10.1% |
| U.S. Government/Agency | $718,885,428 | 28.4% |
| Cash | $589,789,806 | 23.3% |
| Total | $2,531,286,720 | 100.0% |