Shyam Mayadev
Advisor at Capital City Asset Management Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Capital City Asset Management Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Powell, OH 43065
Credentials
ChFC®, Series 63
Industry experience
42 years
Shyam Mayadev is a financial advisor with Capital City Asset Management Group, LLC, holding the ChFC® and Series 63 credentials and bringing 41 years of industry experience. He has operated Mayadev Pension & Financial Services since 1978 and Shyam Mayadev, CHFC, CLU & Associates since 1987. Mayadev also serves as an independent insurance agent, selling and servicing health, fixed annuities, and life insurance products. Capital City Asset Management Group is a team of 11 advisors managing approximately $43.3 million in discretionary assets. The firm provides customized investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses, utilizing a range of strategies across multiple asset classes.
Based on Capital City Asset Management Group, LLC
Based on Capital City Asset Management Group, LLC
Flat fees up to $5,000 for individual financial plans; up to $100,000 for business planning.
$0.00 - $250,000: 2.9% or less $250,001 - $500,000: 2.5% or less $500,001 - $1,000,000: 2.0% or less $1,000,001 - $2,000,000: 1.5% or less $2,000,001 - $5,000,000: 1.0% or less $5,000,001+: 0.75% or less
Broker-dealer and insurance product commissions may be received by Investment Advisor Representatives; commissions from sale of mutual funds and insurance products.
Financial planning hourly rates range from $150 to $300 per hour.
Fee-only: Financial planning fees ranging from no cost for minimal advice to $5,000 for individual plans; business planning up to $100,000; hourly rates $150 to $300 per hour.
3789 Attucks Dr
Powell, OH 43065
Ohio
Shyam Mayadev, CHFC, CLU & Associates
1987 - Present (39 years)
Mayadev Pension & Financial Services
1978 - Present (48 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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