City Capital Management L.L.C.

RIASEC Registered
Total AUM
$15.3M
Discretionary
$13.8M
90% of AUM
Avg account
$103K
Accounts
149
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
114580
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

City Capital Management L.L.C. is a small, fee-based advisory boutique that manages portfolios for individuals and families and provides portfolio management services to small businesses. The firm emphasizes equity exposure, using exchange-traded equities as its primary building block, and structures client relationships on a percentage-of-assets fee model. It is not positioned as an ESG investor, does not act as a capital allocator to external private equity or hedge fund managers, and operates as a single-state adviser focused on retail and family clients rather than institutional mandates. Investment activity centers on separately managed account strategies built around publicly traded equities and ETFs, supplemented where appropriate with mutual funds and corporate fixed income. The firm’s discretionary authority covers the bulk of its assets, enabling portfolio tilts and rebalancing toward equity-heavy allocations that reflect a preference for liquid, transparent instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 72%, US Government Bonds 10%, Public Funds/Mutual Funds 10%, Cash & Cash Equivalents 8%72%
  • Exchange Traded Equities72%
  • US Government Bonds10%
  • Public Funds/Mutual Funds10%
  • Cash & Cash Equivalents8%

Contacts

1 of 1
  • John Martin

    John Martin

    President, Investment AdvisorCRD 4447352

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth