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 a small, institutionally focused advisory firm that has been registered since 2008 and operates as a limited liability company under individual ownership. The firm positions itself as a pension consultant and capital allocator, with a primary activity of selecting and overseeing third‑party managers on behalf of institutional clients. Its business model centers on advisory-driven implementation rather than direct retail wealth management: the firm advises on asset allocation, conducts manager due diligence, and implements portfolios by hiring sub‑advisers or recommending external investment managers. Capital Cities does not identify as an active ESG investor and is not set up as a multi‑state adviser. It provides services that are common to pension consulting—policy development, manager selection, and ongoing monitoring—so its investment preferences tend to be oriented around constructing diversified, implementable portfolios for institutional balance sheets rather than trading individual securities directly.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

    Chief Investment OfficerCRD 4889560

  • AMANDA BLACK

    Principal and Chief Investment OfficerCRD 5195125

  • Bethany Herr

    Operations CoordinatorCRD 7400292

Contacts

3 of 7
  • COREY WADDELL

    PrincipalCRD 5286497

  • SUSAN SOMERS

    ConsultantCRD 4735597

  • 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