BISMARCK, NDCRD 172199Latest ADV February 18, 2026
Capital City Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bismarck, ND. Its latest Form ADV filing, dated February 18, 2026, reports $130M in regulatory assets under management, 6 employees, 2 offices, and 298 accounts.
Assets Under Management
$130M
Employees
6
Offices
2 offices
Total Clients
135
Primary office
BISMARCK, ND
1000 TACOMA AVENUE, SUITE 200, BISMARCK, ND, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.4% of total clients.
Top client categories% of clientsClients
1
Individuals
70.4%
95
2
HNWI
29.6%
40
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130Mas of February 18, 2026
Discretionary100.0%
$130M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$130M
Total Accounts298
10Y AUM Change+$4M (+3.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee23:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.