C

Capital City Wealth Advisors, Inc.

Updated today

Client assets under management

$0

Clients

0

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

0

Very Low

Average account size

About

Capital City Wealth Advisors provides discretionary and non‑discretionary wealth management and integrated financial planning to individuals, retirement plans, trusts, estates, charitable organizations, associations and foundations. Financial planning and consulting are offered in conjunction with portfolio management rather than as a standalone service.

The firm’s process emphasizes asset allocation and ongoing monitoring across mutual funds, ETFs, equities, bonds, real estate and alternative investments, with portfolio reviews at least annually and regular client communication. When appropriate, CCWA allocates client assets to third‑party Independent Managers and conducts ongoing manager due diligence—reviewing disclosures, performance, investment style and operational factors—while retaining responsibility for selecting and monitoring those advisers.

CCWA operates under common ownership with a community bank and a trust company and discloses potential conflicts when recommending affiliated banking or trust services or when supervised persons offer brokerage or insurance products in separate commission arrangements. The firm also commonly uses Fidelity for custody and receives related software and system support from that custodian, and it generally does not accept authority to vote client proxies.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Private / alternative investments

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Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%

Commissions

Certain Supervised Persons or affiliates may offer securities brokerage and insurance products under separate commission-based arrangements.

Main office location

Capital City Wealth Advisors, Inc.

304 E. Tennessee St.

Tallahassee FL 32301, United States

Number of offices

1

Most active in

Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Benjamin B

CFP®, Series 63, Series 65

Tallahassee, FL

Capital City Wealth Advisors, Inc.

Benjamin Bowersox is a CFP® professional with nine years of industry experience. He is affiliated with Capital City Wealth Advisors, Inc. and has worked at LPL Financial and Invest Financial Corporation. Bowersox also holds a role at Capital City Trust Company. Capital City Wealth Advisors provides discretionary and non-discretionary wealth management and integrated financial planning to individuals, retirement plans, trusts, estates, charitable organizations, associations, and foundations. The firm emphasizes asset allocation and ongoing monitoring across various investment types and conducts regular portfolio reviews and client communications.

Wealth management Private / alternative investments
user avatar

Melissa W

Series 63, Series 65

Tallahassee, FL

Capital City Wealth Advisors, Inc.

Melissa Wright is a financial advisor with Capital City Wealth Advisors, Inc. in Tallahassee, FL, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. Her prior roles include positions at LPL Financial, Capital City Bank Group, Inc., and BB&T Investments. She is also a commissioned notary. Capital City Wealth Advisors provides discretionary and non-discretionary wealth management and integrated financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, associations, and foundations. The firm focuses on asset allocation and ongoing portfolio monitoring across a range of investment types, incorporating third-party independent managers when appropriate.

Wealth management Private / alternative investments
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