CAPITAL CITY ASSET MANAGEMENT GROUP, LLC

Overview

Capital City Asset Management Group, LLC is organized as a limited liability company that functions both as an advisor and a broker-dealer/insurance intermediary. The firm serves individual, family and some institutional clients and positions itself as a capital allocator that places client capital with third‑party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. As a business it operates in multiple capacities (registered representative of a broker-dealer, insurance broker, accountant and other financial product sales activities). Fee arrangements reported include percentage-of-AUM, hourly charges and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices