Capital City Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Certain Supervised Persons or affiliates may offer securities brokerage and insurance products under separate commission-based arrangements.
Main office
304 E. Tennessee St.
Tallahassee FL 32301
Advisors at this office
2
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Benjamin B
CFP®, Series 63, Series 65
Tallahassee, FL
Capital City Wealth Advisors, Inc.
Benjamin Bowersox is a CFP® professional with 10 years of experience in the financial services industry, currently with Capital City Wealth Advisors, Inc. in Tallahassee, FL. His prior experience includes roles at LPL Financial and Invest Financial Corporation. He is also involved with Capital City Trust Company, a financial institution where he serves in a strategic management role. 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 emphasizes asset allocation, ongoing portfolio monitoring, and manager due diligence, often integrating third-party independent managers into client portfolios.
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.
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