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Capital City Wealth Management
Capital City Wealth Management, Inc. is an SEC-registered investment adviser in Bismarck, ND, registered since 2025. The firm manages approximately $130...
Overview
Capital City Wealth Management, Inc. is an SEC-registered investment adviser in Bismarck, ND, registered since 2025. The firm manages approximately $130 million in assets. It employs 6 staff and 3 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
How does Capital City Wealth Management invest client assets?
The firm allocates across public equities, fixed income, real assets, and private alternatives with a diversified approach. Portfolio construction emphasizes wealth preservation and tactical asset allocation. Specific holdings and co-investment participation are not publicly disclosed.
Who we are the key principals at Capital City Wealth Management?
The firm does not publicly name its leadership team or investment professionals. No principal names are available through public records or the firm's own communications. This lack of transparency limits external due diligence.
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