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Powell, OH Office

Team
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Capital City Asset Management Group, LLC logo

Capital City Asset Management Group, LLC

Team

Firm-wide stats for Capital City Asset Management Group, LLC

Total advisors

12

Across 3 offices

Clients per advisor

22 Very Low

Avg AUM per client

$304,383 Very Low

HNW client ratio

22% Low

About

Capital City Asset Management Group, LLC provides discretionary asset management and financial planning to a mix of individual clients, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The firm manages customized portfolios for client objectives and also refers some assets to third‑party managers while offering planning services such as retirement, estate, college and business planning.

Advisors build portfolios around client‑specific factors — income needs, liquidity, tax considerations, time horizon and risk tolerance — and employ a range of strategies including contrarian, tactical asset allocation (using Modern Portfolio Theory), value investing and a dynamic timing service. Portfolios may include equities, debt, options, short sales, margin, private placements, hedge funds, variable insurance products and separately managed accounts, and CCAMG may engage non‑affiliated registered investment advisers or third‑party managers to implement strategies.

The brochure discloses several features that distinguish the firm from many peers: its advisers commonly conduct broker‑dealer and insurance agency activities through affiliated entities and may sell affiliated private placements and other proprietary products, and some supervised persons operate affiliated accounting or consulting businesses. The firm also documents receipt of third‑party compensation and soft‑dollar research, use of solicitors, and a prior regulatory enforcement matter involving a supervised person, all of which the firm describes as potential sources of conflicts of interest in its policies.

Based on Capital City Asset Management Group, LLC

Expertise

Options & derivatives strategies Private / alternative investments Active portfolio management

Based on Capital City Asset Management Group, LLC

Location

3789 Attucks Dr

Powell OH 43065

Advisors at this office

10

Advisors at this office

user avatar

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.

Options & derivatives strategies Private / alternative investments Active portfolio management
user avatar

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.

Options & derivatives strategies Private / alternative investments Active portfolio management
user avatar

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.

Options & derivatives strategies Private / alternative investments Active portfolio management
user avatar

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.

Options & derivatives strategies Private / alternative investments Active portfolio management
user avatar

Kurt H

Series 63, Series 65

Powell, OH

Capital City Asset Management Group, LLC

Kurt Hildebrand is a financial advisor with Capital City Asset Management Group, LLC and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at Kestra Advisory, Kestra Investment Services, and Capital City Partners, as well as operating his own firm, Hildebrand Financial Group, since 2006. Outside of advisory work, he is involved in selling insurance products and college planning services through The Hildebrand Financial, LLC, and operates a pro-shop for a YMCA martial arts program. Capital City Asset Management Group, LLC provides discretionary asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs customized portfolio strategies tailored to client-specific factors and utilizes a range of investment approaches including contrarian and tactical asset allocation.

Options & derivatives strategies Private / alternative investments Active portfolio management
user avatar

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.

Options & derivatives strategies Private / alternative investments Active portfolio management
user avatar

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.

Options & derivatives strategies Private / alternative investments Active portfolio management
user avatar

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.

Options & derivatives strategies Private / alternative investments Active portfolio management
user avatar

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.

Options & derivatives strategies Private / alternative investments Active portfolio management
user avatar

Shahrokh M

Series 63, Series 65

Powell, OH

Capital City Asset Management Group, LLC

Shahrokh Minoui is a financial advisor at Capital City Asset Management Group, LLC with 31 years of industry experience. He has been with Capital City Asset Management Group and Capital City Securities since 2019 and previously spent 10 years at Ameriprise Financial Services, Inc. Outside of his advisory role, Minoui is involved in managing several trusts and limited liability companies unrelated to financial services. Capital City Asset Management Group provides discretionary asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm builds customized portfolios based on client-specific factors and employs various investment strategies, including contrarian and tactical asset allocation, while also utilizing third-party managers as needed.

Options & derivatives strategies Private / alternative investments Active portfolio management
View complete list of advisors at this office
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