firm profile
Capital City Wealth Management, Inc.
Overview
Capital City Wealth Management, Inc. is an SEC registered investment adviser based in Bismarck, ND, registered since 2014. It reports $13M in assets under management across 298 accounts, with 6 employees. It has 2 investment adviser representatives.
- Reported AUM
- $13M
- Discretionary
- 100%
- Accounts
- 298
- Average account
- $436K
- Employees
- 6
- Advisory reps
- 2
- Registered since
- 2014
- Jurisdictions
- 5
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets. Sponsors a wrap fee program.
Executive officers 1 of 1
- Benjamin Jacob Brandt Sr President, Chief Compliance Officer, Shareholder CRD 5177378
Advisory reps 2 of 2
- Benjamin Jacob Brandt Sr. Investment Adviser Rep CRD 5177378
- Calla Carpenter Cornett Investment Adviser Rep CRD 6492383
Location
- Headquarters
- 1000 Tacoma Ave Ste 200
Bismarck, ND 58504 - County
- Burleigh
- Metro area
- Bismarck, ND
- Region
- Midwest
Registrations
- SEC registered
- Registered in 5 jurisdictions
Every state, with registration dates
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