CAPITAL CITY WEALTH ADVISORS, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
TALLAHASSEE, Florida
CRD number
282364
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Capital City Wealth Advisors, Inc. is organized as a corporation and operates as a capital allocator that charges clients on a percentage-of-assets-under-management basis. Its advisory scope includes financial planning, portfolio management for businesses and institutions, and the selection of other advisers, indicating the firm can both manage assets directly and outsource or oversee specialist managers. The firm is not identified as an active ESG investor and is reported to operate in a single state rather than as a multi-state adviser. Owner structure is listed as a mix of a domestic entity and an individual. The firm is not described as newly formed, it does not act as a pension consultant, and it is not listed as having a related adviser relationship in the dataset.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Contacts

3 of 3
  • MELISSA WRIGHT

    Private BankerCRD 3260659

  • BENJAMIN BOWERSOX

    SVP and Wealth AdvisorCRD 6538503

  • WILLIAM MOOR

    PresidentCRD 2662011

Wealth teams

FINTRX

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

TALLAHASSEE, FL

LEON

Location

TALLAHASSEE, FL

Headquartered in TALLAHASSEE, FL, in the South of the United States.

Region
South
County
LEON
Address
304 E Tennessee St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth