CAPITAL CITY WEALTH MANAGEMENT, INC.

Overview

Capital City Wealth Management, Inc. is an independent, advisor-run RIA that focuses on fee-based wealth management for individuals and families. The firm operates a discretionary portfolio management model built around financial planning and direct portfolio oversight for individuals and small-business owners. Service offerings include financial planning, portfolio management and client education through seminars and workshops. Their stated investment tilt favors fixed-income instruments as the core of client portfolios while equities—largely exchange-traded—provide the primary growth sleeve. The firm is not positioned as a capital allocator or pension consultant, and it does not market an active ESG program.

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Public Holdings

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Location & Offices