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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-27 |
| OH | RA | APPROVED | 2015-02-27 |
Branch Locations
3 disclosure categories 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 |
|---|---|---|---|---|
| Columbus State Community College | Columbus | OH | 01/2003 | Present |
| Rental Property | Galloway | OH | 04/2009 | Present |
| Capital City Asset Management Group, Llc | Columbus | OH | 01/2014 | Present |
| Itt-Tech | Hilliard | OH | 09/2014 | Present |
| Athene Annuity | Hilliard | OH | 08/2011 | Present |
| Country Financial | Hilliard | OH | 08/2011 | Present |
RENTAL PROPERTY 5904 THORNGATE DR GALLOWAY, OH 43119 COLUMBUS STATE COMMUNITY COLLEGE 550 E. SPRING STREET COLUMBUS, OH 43215 INSTRUCTOR/BUSINESS MGMT. DEPT. 5 HRS PER WEEK COMP: $48 PER HOUR CTOA 1918 BETHEL RD COLS, OH 43221 CONTINUING EDUCATION TEACHING A BUSINESS MANAGEMENT/FINANCE COURSE AT COLUMBUS STATE. HARPER FINANCIAL LLC 4249 SUMMIT BEND RD HILLIARD OH 43026 SINGLE OWNER LLC FOR TAX PURPOSES DATE OF RELATIONSHIP 1/3/2024 NON INVESTMENT RELATED 0 HOURS PER WEEK 100% PERSONAL ASSETS. NO PARTNERS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-28 |
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