Capital City Securities, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Powell, Ohio
CRD number
146001
Registered since
May 29, 2008

Firm profile

FINTRX

Overview

Capital City Securities, LLC is organized as a limited liability company and is registered with the SEC since 2008. Ownership is listed as a combination of a domestic entity and an individual, and the firm is categorized as Unclassified in the available records. Regulatory and operational flags in the snapshot indicate the firm is not identified as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser. It is likewise not listed as a newly formed adviser, pension consultant, or a related adviser under the provided data.

Assets & Accounts

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

Owners & executives

2 of 2
  • Todd Crawford

    Todd Crawford

    Chief Executive OfficerCRD 1951009

  • James Roland

    Chief Operating Officer, Managing PrincipalCRD 1871181

Contacts

3 of 15
  • May Claytor

    CRD 4440734

  • Kevin Fifer

    Registered Investment AdvisorCRD 4750052

  • James Ferguson

    Registered RepresentativeCRD 2356914

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Powell, OH

Delaware

Location

Powell, OH

Headquartered in Powell, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Delaware
Address
3789 Attucks Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth