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

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

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.

To learn more about the advisors currently working at Capital City Wealth Management, 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.