A complete list of active advisors currently associated with Capital City Wealth Advisors, Inc.

Warmer can help you find a great advisor at Capital City Wealth Advisors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Capital City Wealth Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.