Capital Cities, LLC

RIASEC RegisteredEst. 2008
Total AUM
Avg account
$0
Accounts
0
Employees
10
Advisory reps
10

Firm details

Headquarters
Indianapolis, Indiana
CRD number
122916
Registered since
June 17, 2008
Fee structure
Percentage of AUM, Fixed Fees
Services
Pension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Capital Cities, LLC is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2008. The firm is owned by an individual and operates primarily as a capital allocator and pension consultant rather than a retail wealth manager. Its stated advisory activities center on pension consulting and the selection of other advisers for institutional clients. Fee arrangements include both a percentage-of-assets component and fixed fees. The firm does not identify itself as an active ESG investor and is not listed as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Tiffany Spudich

    Tiffany Spudich

    Chief Investment OfficerCRD 4889560

  • Amanda Black

    Amanda Black

    Principal and Chief Investment OfficerCRD 5195125

  • Bethany Herr

    Bethany Herr

    Operations CoordinatorCRD 7400292

Contacts

3 of 7
  • Corey Waddell

    Corey Waddell

    PrincipalCRD 5286497

  • Susan Somers

    Susan Somers

    ConsultantCRD 4735597

  • Robert Pelkey

    Robert Pelkey

    Senior DirectorCRD 4482105

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Indianapolis, IN

Marion

Location

Indianapolis, IN

Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
Marion
Address
426 E New York St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth