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CAPITAL CITY WEALTH MANAGEMENT, INC.
CRD 172199 · SEC 801-131838
1000 TACOMA AVENUE, SUITE 200, BISMARCK, ND, 58504, United States
Phone
(701) 250-7220
Fax
(701) 751-2969
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$130.0M
Discretionary AUM
$130.0M
Team
6 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $35.0M |
| High net worth individuals | 40 | $95.0M |
States served
NE, ND, OH, MO, TX
All web addresses on file
- https://www.linkedin.com/in/benjamin-brandt-cfp%C2%AE-134232a8/
- https://x.com/RETIREMEASAP?LANG=EN
- https://retirementstartstodayradio.com/
- https://www.onemillionretired.com/
- https://www.youtube.com/@EvenBetterRetirement
- https://www.linkedin.com/company/capital-city-wealth-management/
- https://retirementstartstoday.com/
Official SEC filing: View on IAPD