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CAPITAL CITIES INVESTMENTS

INDIANAPOLIS, IN · CRD 116185 · IAPD ↗ · capitalcitiesinvestments.com · 317-475-4500

$287.9MRegulatory AUM
14Advisory reps
16Employees
0Clients
1-10Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — CAPITAL CITIES INVESTMENTS shrank from 19 to 15 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2024 — CAPITAL CITIES INVESTMENTS reported RAUM up 28% ($211.7M -> $270.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.