Advisors at this firm
Zakariah A
Series 63, Series 65
Powell, OH
Capital City Asset Management Group, LLC
Zakariah Aziz is a financial advisor at Capital City Asset Management Group, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital City since 2019. Prior to that, he held positions at American Heritage Securities Inc and Kinsale Golf and Fitness Club. Capital City Asset Management Group offers discretionary investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s 11-advisor team manages approximately $43.3 million in discretionary assets and utilizes a range of investment strategies tailored to client objectives.
Michael J
Series 63
Powell, OH
Capital City Asset Management Group, LLC
Michael Johnson is a financial advisor at Capital City Asset Management Group, LLC with nine years of industry experience. He holds a Series 63 designation and has been self-employed since 2009. Johnson is also president of Michael Johnson Insurance Inc., an insurance business specializing in life, health, and annuities. Capital City Asset Management Group, LLC is an 11-advisor team that provides discretionary investment management and financial planning to a range of clients including individuals, retirement plans, trusts, and corporations. The firm offers customized portfolios employing diverse strategies across various asset classes, with management typically conducted on a discretionary basis.
Shyam M
ChFC®, Series 63
Powell, OH
Capital City Asset Management Group, LLC
Shyam Mayadev is a financial advisor with Capital City Asset Management Group, LLC, holding the ChFC® and Series 63 credentials and bringing 41 years of industry experience. He has operated Mayadev Pension & Financial Services since 1978 and Shyam Mayadev, CHFC, CLU & Associates since 1987. Mayadev also serves as an independent insurance agent, selling and servicing health, fixed annuities, and life insurance products. Capital City Asset Management Group is a team of 11 advisors managing approximately $43.3 million in discretionary assets. The firm provides customized investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses, utilizing a range of strategies across multiple asset classes.
David G
Series 63, Series 66
Powell, OH
Capital City Asset Management Group, LLC
David Gilg is a financial advisor at Capital City Asset Management Group, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Capital City and Itt Tech since 2014. In addition to his advisory work, he teaches business management and finance courses at Columbus State Community College. Capital City Asset Management Group is an 11-advisor team providing discretionary investment management and financial planning to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm uses a variety of investment strategies and constructs customized portfolios aligned with clients’ objectives.
Kurt H
Series 63, Series 65
Powell, OH
Capital City Asset Management Group, LLC
Kurt Hildebrand is a financial advisor at Capital City Asset Management Group, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Kestra Advisory, Kestra Investment Services, and Capital City Partners, Inc. Hildebrand also operates Hildebrand Financial Group, which offers insurance products and college planning services, and provides a no-profit pro-shop for a local YMCA martial arts program. Capital City Asset Management Group is an 11-advisor team managing approximately $43.3 million in discretionary assets, serving individuals, retirement plans, trusts, and various organizations. The firm creates customized portfolios using strategies such as contrarian and tactical asset allocation across diverse asset classes.
Vaughn F
Series 63
Powell, OH
Capital City Asset Management Group, LLC
Vaughn Flowers is a financial advisor at Capital City Asset Management Group, LLC with 12 years of industry experience. He holds the Series 63 designation and has worked at MassMutual Life Insurance Company and MML Investors Services LLC since 2013. Capital City Asset Management Group is a team of 11 advisors managing discretionary investment portfolios and financial plans for individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a variety of investment strategies, including tactical asset allocation and value investing, across multiple asset classes to tailor portfolios to clients’ objectives.
Kevin F
Series 63, Series 65
Maumee, OH
Capital City Asset Management Group, LLC
Kevin Fifer is a financial advisor at Capital City Asset Management Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital City Securities, LLC since 2008 and Regis Asset Management, LLC from 2006 to 2018. Outside of his advisory role, he is a self-employed health insurance agent providing coverage to individuals and businesses. Capital City Asset Management Group, LLC offers discretionary investment management and financial planning services to a range of clients including individuals, retirement plans, trusts, and corporations. The firm manages approximately $43.3 million in discretionary assets using customized portfolios and a variety of investment strategies.
Curtis C
Series 63
Powell, OH
Capital City Asset Management Group, LLC
Curtis Clark is a financial advisor at Capital City Asset Management Group, LLC with 20 years of industry experience. He holds a Series 63 designation and has been a managing partner at The Pension and Retirement Group since 2013. The Pension and Retirement Group focuses on employer retirement plans and insurance services. Capital City Asset Management Group, LLC serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The 11-advisor team provides discretionary investment management and financial planning, constructing customized portfolios using a range of strategies across multiple asset classes tailored to clients’ objectives.
Todd C
Series 63, Series 65
Powell, OH
Capital City Asset Management Group, LLC
Todd Crawford is a financial advisor with Capital City Asset Management Group, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has served in multiple leadership roles within affiliated companies, including CEO of Capital City Partners, Inc. and Synthetic Fuels of Ohio, Corp., where he oversees strategic planning for a new energy processing company. Crawford’s background includes extensive involvement in financial services, investment banking, insurance, and energy exploration. Capital City Asset Management Group, LLC is a team of 11 advisors managing approximately $43.3 million in discretionary assets. The firm offers customized portfolio management and financial planning to a diverse client base, utilizing a range of investment strategies across multiple asset classes.
Timothy S
Series 63
Powell, OH
Capital City Asset Management Group, LLC
Timothy Shear is a financial advisor with Capital City Asset Management Group, LLC, holding a Series 63 designation and 29 years of industry experience. He has been affiliated with Capital City Securities, LLC since 2008 and has worked with related firms including Capital City Partners Asset Management Group, LLC and Farrington & Shear for over two decades. Outside of his advisory roles, he is involved with the Dublin-Worthington Rotary Club and is a partner in a mineral exploration business. Capital City Asset Management Group, LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm’s approach involves customized portfolios using a range of strategies and investment vehicles, with typically discretionary management that may include active trading and hedging techniques.
Shahrokh M
Series 63, Series 65
Powell, OH
Capital City Asset Management Group, LLC
Shahrokh Minoui is a financial advisor with Capital City Asset Management Group, LLC and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including ten years at Ameriprise Financial Services, Inc. Outside of his advisory role, he manages various trusts and LLCs unrelated to financial planning or securities. Capital City Asset Management Group, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a discretionary management approach using a broad range of strategies and investment vehicles tailored to clients’ objectives.