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CAPITAL CITY WEALTH MANAGEMENT, INC.

BISMARCK, ND · CRD 172199 · IAPD ↗ · (701) 250-7220

$130.0MRegulatory AUM
3Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — CAPITAL CITY WEALTH MANAGEMENT, INC. notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — CAPITAL CITY WEALTH MANAGEMENT, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
March 2025 — CAPITAL CITY WEALTH MANAGEMENT, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
February 2025 — CAPITAL CITY WEALTH MANAGEMENT, INC. (BISMARCK, ND) is newly SEC-registered with $126.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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