Capital Cities Investments
- Regulatory AUM
- $288M
- Discretionary
- $288M
- Clients
- 476
- Avg AUM / client
- $605K
- Accounts
- 1,252
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 412 | $142M | 49.4% |
| High net worth individuals | 64 | $146M | 50.6% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joe Bill Wiley | President/Member | Mar 1995 (31y) | 25% – 50% | |
| William Maxwell Mauger | Chairman Of The Board/Chief Compliance Officer/Managing Member | Mar 1995 (31y) | 50% – 75% | |
| Amanda Jane Black | Chief Executive Officer/Member | Jun 2008 (18y) | 10% – 25% | |
| Tiffany Janea Spudich | Member/Chief Client Officer | Jun 2008 (18y) | Less than 5% | |
| Bryan Keith Alexander | Registered representative | Jul 1996 (30y) | ||
| Thomas Louis Pusser | Registered representative | May 2005 (21y) | ||
| Jacob Robert Haigh | Registered representative | Mar 2009 (17y) | ||
| Benjamin Stephen Beverly | Registered representative | Mar 2011 (15y) | ||
| Jeffrey Scott Cheesman | Registered representative | Dec 2012 (14y) | ||
| Stuart David Stevens | Registered representative | Apr 2013 (13y) | ||
| Donald Buel Morley | Registered representative | Jun 2017 (9y) | ||
| George Joseph Mitchell | Registered representative | Nov 2021 (5y) | ||
| Robert Oliver Fjeld | Registered representative | Jan 2025 (2y) | ||
| Whitney Blake Smith | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $287M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗