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Capital City Wealth Management, Inc.

● SEC registered since 2025CRD 172199SEC# 801-131838Bismarck, ND
Export (members)
Reg. AUM
$130M
Employees
6
Accounts
298
Location
Bismarck, ND

Capital City Wealth Management, Inc. assets under management

Capital City Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Bismarck, ND. The firm has been registered since 2025. It reports $130 million in regulatory assets under management and employs 6 people.

Capital City Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Benjamin Jacob Brandt ControlPresident, Chief Compliance Officer, ShareholderOver 75%2014

Frequently asked questions

How much does Capital City Wealth Management, Inc. manage?

Capital City Wealth Management, Inc. reports $130 million in regulatory assets under management on its Form ADV.

How many employees does Capital City Wealth Management, Inc. have?

Capital City Wealth Management, Inc. reports 6 employees.

Where is Capital City Wealth Management, Inc. located?

Capital City Wealth Management, Inc. is based in Bismarck, ND and has been SEC-registered since 2025.

Does Capital City Wealth Management, Inc. disclose fund performance?

Capital City Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1000 Tacoma Avenue, Suite 200, Bismarck, ND 58504
Phone(701) 250-7220
Fax(701) 751-2969
Office hours8:30a.m. To 4:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$130M▲ 3%
Feb '25 — $126MMar '25 — $126MApr '25 — $126MMay '25 — $126MJun '25 — $126MJul '25 — $126MAug '25 — $126MSep '25 — $126MOct '25 — $126MNov '25 — $126MDec '25 — $126MJan '26 — $126MFeb '26 — $130MMar '26 — $130MApr '26 — $130MMay '26 — $130MJun '26 — $130M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$130Mregulatory AUM
Discretionary $130M