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Capital City Asset Management Group, LLC CRD 134008
$79.9M regulatory AUM 261 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3789 Attucks Dr, Powell, OH 43065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-06-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Pension And Retirement Group | Columbus | OH | 07/2013 | Present |
THE PENSION AND RETIREMENT GROUP: 3789 ATTUCKS DR, POWELL, OH 43065 (833) 736-2253 I AM MANAGING PARTNER FOR THIS FINANCIAL SERVICES BUSINESS. PROVIDES EMPLOYER RETIREMENT PLANS AND INSURANCE. I WILL DEVOTE 160 HOURS PER MONTH TO THIS BUSINESS, APPROXIMATELY 80 HOURS DURING STOCK MARKET TRADING HOURS. STARTED 12/12/2005 I AM COMPENSATED BY COMMISSIONS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-05-05 |
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