City Capital Management L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 114580
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
City Capital Management L.L.C. is a small, fee-based advisory boutique that manages portfolios for individuals and families and provides portfolio management services to small businesses. The firm emphasizes equity exposure, using exchange-traded equities as its primary building block, and structures client relationships on a percentage-of-assets fee model. It is not positioned as an ESG investor, does not act as a capital allocator to external private equity or hedge fund managers, and operates as a single-state adviser focused on retail and family clients rather than institutional mandates. Investment activity centers on separately managed account strategies built around publicly traded equities and ETFs, supplemented where appropriate with mutual funds and corporate fixed income. The firm’s discretionary authority covers the bulk of its assets, enabling portfolio tilts and rebalancing toward equity-heavy allocations that reflect a preference for liquid, transparent instruments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- US Government Bonds10%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents8%
Contacts
1 of 1
John Martin
President, Investment AdvisorCRD 4447352
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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