Investment adviser · CRD 134008
CAPITAL CITY ASSET MANAGEMENT GROUP, LLC
Investment adviser filing (IA)
COLUMBUS, OH, United States · Form ADV filed Aug 10, 2017
- Regulatory AUM
- $35.8M Form ADV · Item 5.F
- Client accounts
- 299 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 10, 2017. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1335 DUBLIN ROAD, SUITE 122 - DCOLUMBUS, OH, 43215, United States
CRD 134008
Filing source
Form ADV 1133582 · Aug 10, 2017 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.