City Capital Management L.L.C.

City Capital Management, LLC provides investment supervisory and portfolio management services to individuals and corporate entities using the custodial platform of Charles Schwab & Company. The firm charges percentage-of-assets-under-management fees billed quarterly and does not require prepaid fees or impose account minimums.

The firm’s investment process combines fundamental equity research with historical and technical price charting and uses research from custodial and independent sources. CCM invests across a range of securities — listed equities, corporate and municipal debt, mutual funds, U.S. government securities, and options (with custodian qualification) — and allows clients to impose restrictions on specific securities or sectors while using diversification and gain/loss management to address market risk.

Operating since 2000, the firm’s principal serves as the sole reviewer and has exclusive access to client accounts, and as of December 31, 2024 CCM reported approximately $15.9 million in client assets, with about $14.4 million managed on a discretionary basis. The firm maintains all client accounts with Charles Schwab, discloses that it does not receive compensation from the custodian, and notes that its fee schedule is negotiable — practical details that distinguish it from many peers.