Capital City Asset Management Group, LLC logo

Capital City Asset Management Group, LLC

Updated today

Client assets under management

$43,328,751

Clients

173

12% high-net-worth

Advisors

11

of 14 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

16

Very Low

Average account size

$250,455

About

Capital City Asset Management Group, LLC provides discretionary investment management and financial planning to individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The 11‑advisor team manages roughly $43.3 million in discretionary assets and refers about $8.1 million to third‑party asset managers.

The firm constructs customized portfolios tailored to each client’s stated objectives and may use a broad set of strategies—including contrarian, tactical asset allocation, value investing and dynamic timing—across equities, fixed income, derivatives, private placements, hedge funds and insurance products. Management is typically discretionary, may include nonaffiliated sub‑advisors, and can involve active trading, hedging techniques, margin and short‑selling where appropriate for a client’s risk profile.

Capital City is a wholly owned subsidiary of Capital City Partners, Inc. and is affiliated with a broker‑dealer and an insurance agency (Capital City Securities, LLC and Capital City Insurance Group, LLC), and the brochure discloses that some investment professionals also operate related consulting or accounting businesses; these relationships can involve other financial product sales and commission‑based compensation. The firm’s ADV also discloses a past state insurance regulatory action involving a firm representative, and those affiliations plus the disclosed regulatory matter are less common among comparable advisory teams.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments

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Fee options

Fixed

Flat fees up to $5,000 for individual financial plans; up to $100,000 for business planning.

Percentage

$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

Commissions

Broker-dealer and insurance product commissions may be received by Investment Advisor Representatives; commissions from sale of mutual funds and insurance products.

Project-based

Financial planning hourly rates range from $150 to $300 per hour.

Other

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.

Main office location

Capital City Asset Management Group, LLC

3789 Attucks Dr

Powell OH 43065, United States

Number of offices

3

Most active in

Florida · New York · Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Zakariah A

Series 63, Series 65

Powell, OH

Capital City Asset Management Group, LLC

Zakariah Aziz is a financial advisor at Capital City Asset Management Group, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital City since 2019. Prior to that, he held positions at American Heritage Securities Inc and Kinsale Golf and Fitness Club. Capital City Asset Management Group offers discretionary investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s 11-advisor team manages approximately $43.3 million in discretionary assets and utilizes a range of investment strategies tailored to client objectives.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Michael J

Series 63

Powell, OH

Capital City Asset Management Group, LLC

Michael Johnson is a financial advisor at Capital City Asset Management Group, LLC with nine years of industry experience. He holds a Series 63 designation and has been self-employed since 2009. Johnson is also president of Michael Johnson Insurance Inc., an insurance business specializing in life, health, and annuities. Capital City Asset Management Group, LLC is an 11-advisor team that provides discretionary investment management and financial planning to a range of clients including individuals, retirement plans, trusts, and corporations. The firm offers customized portfolios employing diverse strategies across various asset classes, with management typically conducted on a discretionary basis.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Shyam M

ChFC®, Series 63

Powell, OH

Capital City Asset Management Group, LLC

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.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

David G

Series 63, Series 66

Powell, OH

Capital City Asset Management Group, LLC

David Gilg is a financial advisor at Capital City Asset Management Group, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Capital City and Itt Tech since 2014. In addition to his advisory work, he teaches business management and finance courses at Columbus State Community College. Capital City Asset Management Group is an 11-advisor team providing discretionary investment management and financial planning to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm uses a variety of investment strategies and constructs customized portfolios aligned with clients’ objectives.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Kurt H

Series 63, Series 65

Powell, OH

Capital City Asset Management Group, LLC

Kurt Hildebrand is a financial advisor at Capital City Asset Management Group, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Kestra Advisory, Kestra Investment Services, and Capital City Partners, Inc. Hildebrand also operates Hildebrand Financial Group, which offers insurance products and college planning services, and provides a no-profit pro-shop for a local YMCA martial arts program. Capital City Asset Management Group is an 11-advisor team managing approximately $43.3 million in discretionary assets, serving individuals, retirement plans, trusts, and various organizations. The firm creates customized portfolios using strategies such as contrarian and tactical asset allocation across diverse asset classes.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Vaughn F

Series 63

Powell, OH

Capital City Asset Management Group, LLC

Vaughn Flowers is a financial advisor at Capital City Asset Management Group, LLC with 12 years of industry experience. He holds the Series 63 designation and has worked at MassMutual Life Insurance Company and MML Investors Services LLC since 2013. Capital City Asset Management Group is a team of 11 advisors managing discretionary investment portfolios and financial plans for individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a variety of investment strategies, including tactical asset allocation and value investing, across multiple asset classes to tailor portfolios to clients’ objectives.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Kevin F

Series 63, Series 65

Maumee, OH

Capital City Asset Management Group, LLC

Kevin Fifer is a financial advisor at Capital City Asset Management Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital City Securities, LLC since 2008 and Regis Asset Management, LLC from 2006 to 2018. Outside of his advisory role, he is a self-employed health insurance agent providing coverage to individuals and businesses. Capital City Asset Management Group, LLC offers discretionary investment management and financial planning services to a range of clients including individuals, retirement plans, trusts, and corporations. The firm manages approximately $43.3 million in discretionary assets using customized portfolios and a variety of investment strategies.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Curtis C

Series 63

Powell, OH

Capital City Asset Management Group, LLC

Curtis Clark is a financial advisor at Capital City Asset Management Group, LLC with 20 years of industry experience. He holds a Series 63 designation and has been a managing partner at The Pension and Retirement Group since 2013. The Pension and Retirement Group focuses on employer retirement plans and insurance services. Capital City Asset Management Group, LLC serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The 11-advisor team provides discretionary investment management and financial planning, constructing customized portfolios using a range of strategies across multiple asset classes tailored to clients’ objectives.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Todd C

Series 63, Series 65

Powell, OH

Capital City Asset Management Group, LLC

Todd Crawford is a financial advisor with Capital City Asset Management Group, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has served in multiple leadership roles within affiliated companies, including CEO of Capital City Partners, Inc. and Synthetic Fuels of Ohio, Corp., where he oversees strategic planning for a new energy processing company. Crawford’s background includes extensive involvement in financial services, investment banking, insurance, and energy exploration. Capital City Asset Management Group, LLC is a team of 11 advisors managing approximately $43.3 million in discretionary assets. The firm offers customized portfolio management and financial planning to a diverse client base, utilizing a range of investment strategies across multiple asset classes.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Timothy S

Series 63

Powell, OH

Capital City Asset Management Group, LLC

Timothy Shear is a financial advisor with Capital City Asset Management Group, LLC, holding a Series 63 designation and 29 years of industry experience. He has been affiliated with Capital City Securities, LLC since 2008 and has worked with related firms including Capital City Partners Asset Management Group, LLC and Farrington & Shear for over two decades. Outside of his advisory roles, he is involved with the Dublin-Worthington Rotary Club and is a partner in a mineral exploration business. Capital City Asset Management Group, LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm’s approach involves customized portfolios using a range of strategies and investment vehicles, with typically discretionary management that may include active trading and hedging techniques.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Shahrokh M

Series 63, Series 65

Powell, OH

Capital City Asset Management Group, LLC

Shahrokh Minoui is a financial advisor with Capital City Asset Management Group, LLC and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including ten years at Ameriprise Financial Services, Inc. Outside of his advisory role, he manages various trusts and LLCs unrelated to financial planning or securities. Capital City Asset Management Group, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a discretionary management approach using a broad range of strategies and investment vehicles tailored to clients’ objectives.

Active portfolio management Options & derivatives strategies Private / alternative investments
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