Capital City Asset Management Group, LLC (Columbus)

Name: Capital City Asset Management Group, LLC
Address: 1335 Dublin Road, Columbus, OH, 43215
Telephone: 614-485-0803

Capital City Asset Management Group, LLC is an adviser based in Columbus. It manages $35.82 million of regulatory assets for 299 client accounts. It has been registered with the SEC as an adviser since 2008.

Capital City Asset Management Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm also engages as investment banking services.

Capital City Asset Management Group: assets under management

The assets under management (AUM) of Capital City Asset Management Group, LLC is $35.82 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $119.8 thousand each.

Capital City Asset Management Group has custody of $35.82 million in cash and securities for 195 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capital City Asset Management Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Capital City Asset Management Group, LLC

Gary Todd Sturtz has been acting as President since 1 Dec 2006. Todd Edward Crawford joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc Capital City Partners	Owner	1 May 2002	75% - 100%	32-0081899
Todd Edward Crawford	Chief compliance officer & ceo managing member	1 Apr 2005	Other	1951009
Gary Todd Sturtz	President	1 Dec 2006	Other	1853417
Inc Capital City Partners	Owner	1 Jan 2008	75% - 100%	32-0081899

Indirect Owners

The SEC currently registers 15 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Alan Smith	Owner	1 Nov 2007	25% - 50%	1018196
Timothy William Crawford	Owner	1 Nov 2007	25% - 50%	1929369
Gary Todd Sturtz	Owner	1 Nov 2007	25% - 50%	1853417
Todd Edward Crawford	Owner	1 Nov 2007	25% - 50%	1951009
Michael John Mckenzie	Owner	1 Nov 2007	25% - 50%	1431114
Elizabeth Ann Klipa	Owner	1 Nov 2007	25% - 50%	5577145
William Lachell Rowland	Owner	1 Nov 2007	25% - 50%	4504474
Joseph Alan Smith	Owner	1 Jan 2008	25% - 50%	1018196
Timothy William Crawford	Owner	1 Jan 2008	25% - 50%	1929369
Gary Todd Sturtz	Owner	1 Jan 2008	25% - 50%	1853417
Todd Edward Crawford	Owner	1 Jan 2008	25% - 50%	1951009
Michael John Mckenzie	Owner	1 Jan 2008	25% - 50%	1431114
Elizabeth Ann Klipa	Owner	1 Jan 2008	25% - 50%	5577145
William Lachell Rowland	Owner	1 Jan 2008	25% - 50%	4504474
Todd Edward Crawford	Shareholder	1 May 2013	75% - 100%	1951009

Based in Columbus

The principal office where Capital City Asset Management Group, LLC performs its advisory services is located at 1335 Dublin Road, Columbus, OH 43215, which is also the mailing address of the firm. An additional office of the firm is in Cutler Bay, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-485-0803 or by fax 614-486-4774. The normal business hours are 9am - 5pm est on Monday - Friday. You can find more information about the New York firm at capitalcitypartners.com.