CRD: 172199
Capital City Wealth Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-08-2014
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between August 11, 2025 and February 18, 2026, reported AUM increased 3.2%, from $126.0M to $130.0M.
Across 3 reported observations, AUM increased 3.2% between December 18, 2024 and February 18, 2026, from $126.0M to $130.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 135 clients, or 45 clients per representative. That equates to $963.0K in reported AUM per client.
The profile lists 2 reported office locations and 11 years in operation. The source data was last updated on February 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Benjamin Jacob Brandt Sr.
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #5177378
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CALLA CARPENTER CORNETT
--
- CRD
- #6492383
Showing 1 of 2 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Capital City Wealth Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.