Capital City Wealth Management, Inc.

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Client assets under management

$130,000,000

Clients

135

30% high-net-worth

Advisors

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$962,963

About

Capital City Wealth Management serves individual and high-net-worth clients, providing discretionary investment management and financial planning exclusively through a wrap-fee program. The firm delivers continuous account management under limited power of attorney and typically implements portfolios composed of mutual funds, ETFs, equities, fixed income and options.

The firm’s investment approach is risk‑based and tailored to each client via written investment profiling and asset-allocation strategies that may be strategic, tactical, or dynamic. Portfolios are rebalanced periodically and reviewed at least semi‑annually to align with clients’ goals, risk tolerance, liquidity needs and other circumstances.

Noteworthy features include acting as a wrap-fee program sponsor that bundles advisory services and brokerage transaction costs (Adviser pays transaction charges on clients’ behalf) and retaining an independent tax-preparer whose fees are paid by the firm. The firm is affiliated with an entity that produces an educational podcast that accepts outside sponsorships and recently transitioned to SEC registration; these arrangements are disclosed in the brochure and identified as potential conflicts of interest that the firm addresses through disclosure and internal evaluation.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Cash flow / budgeting

Fee options

Percentage

$0 - $2,000,000: 1.50% annually $2,000,001 - $3,000,000: 0.75% annually $3,000,001 - $4,000,000: 0.65% annually $4,000,001+: 0.55% annually

Other

Account minimum: $1,000,000

Main office location

Capital City Wealth Management, Inc.

1000 Tacoma Avenue, Suite 200

Bismarck ND 58504, United States

Number of offices

Most active in

Missouri · Nebraska · North Dakota · Ohio · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X YouTube Website (701) 250-7220

Advisors at this firm

Benjamin B

CFP®, Series 66

Bismarck, ND

Capital City Wealth Management, Inc.

Benjamin Brandt is a CFP® with 18 years of industry experience, currently serving at Capital City Wealth Management, Inc. in Bismarck, ND. He has hosted the Retirement Starts Today Radio podcast since 2015 and is the sole member and content creator for Retire Ready Resources LLC, where he produces books, podcasts, YouTube channels, and online courses related to retirement. Capital City Wealth Management, Inc. serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning through a wrap fee program. The firm uses diversified, risk-based portfolios tailored by investment policy statements and risk-tolerance questionnaires, employing strategic, tactical, and dynamic allocation approaches with ongoing reviews.

General retirement planning Cash flow / budgeting

Calla C

CFP®

Westlake, OH

Capital City Wealth Management, Inc.

Calla Cornett is a CFP® professional with eight years of industry experience. She has worked at WealthTrust Fairport, LLC, HighTower Advisors LLC, and Spero-Smith Investment Advisors before joining Capital City Wealth Management, Inc. in 2025. Capital City Wealth Management, Inc. serves individual and high-net-worth clients by providing discretionary investment management and comprehensive financial planning within a wrap fee program. The firm emphasizes diversified, risk-based portfolios and employs strategic, tactical, and dynamic asset allocation approaches, with ongoing client education and support.

General retirement planning Cash flow / budgeting

Brandon D

CFP®, Series 65

Clayton, MO

Capital City Wealth Management, Inc.

Brandon Dingman is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Capital City Wealth Management, Inc. and has prior experience at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Siena Wealth Advisors. Capital City Wealth Management, Inc. serves individual and high-net-worth clients by offering discretionary investment management and comprehensive financial planning through a wrap fee program. The firm uses diversified, risk-based portfolios with strategic, tactical, and dynamic allocation approaches, and provides ongoing support including client education via an affiliated podcast.

General retirement planning Cash flow / budgeting

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