Capital City Asset Management Group, Llc
- Regulatory AUM
- $79.9M
- Discretionary
- $79.9M
- Clients
- 261
- Avg AUM / client
- $306K
- Accounts
- 278
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 200 | $49.6M | 62.0% |
| High net worth individuals | 58 | $28.9M | 36.2% |
| Pension and profit sharing plans | 3 | $1.4M | 1.75% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Todd Edward Crawford | Chief Compliance Officer & Ceo Managing Member | Apr 2005 (21y) | 75% or more of Capital City Partners, Inc. (indirect) | |
| Timothy Scott Shear | Registered representative | Mar 2006 (20y) | ||
| Douglas E Pauly | Registered representative | May 2009 (17y) | ||
| David Thomas Gilg | Registered representative | Feb 2015 (11y) | ||
| Shyam Madhusudan Mayadev | Registered representative | Chartered Financial Consultant | Mar 2015 (11y) | |
| Vaughn Flowers | Registered representative | Feb 2016 (10y) | ||
| Michael Johnson | Registered representative | Jun 2016 (10y) | ||
| Curtis Cornelious Clark | Registered representative | Jun 2016 (10y) | ||
| Shahrokh C Minoui | Registered representative | Sep 2019 (7y) | ||
| Kevin L Fifer | Registered representative | Nov 2019 (7y) | ||
| Zakariah Yehya Aziz | Registered representative | Jul 2020 (6y) | ||
| Kurt Allen Hildebrand | Registered representative | Jun 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Capital City Partners, Inc | Owner | Jan 2008 | A | 75% or more |
Undisclosed: 0% – 25% 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) | 05/01/2026 | 1.96 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: FAILURE TO AGGREGATE MULITPLE ODD LOTS IN TO ROUND LOTS IN ACCOUNTS IN WHICH HE HAD AN INTEREST. Status: Final Sanction Detail: NONE Summary: PLEASE CONTACT NASD AMEX REGULATION DIVISION, ENFORCEMENT DEPARTMENT FOR FURTHER DETAILS.
Allegations: FAILING TO AGGREGATE MULITIPLE ODD LOTS IN TO ROUND LOTS IN ACCOUNTS IN WHICH HE HAD AN INTEREST. Status: Final Sanction Detail: VOLUNTARILY CONSENTED TO AN ORDER REVOKING HIS REGISTRATION IN ILLINOIS. Summary: VOLUNTARILY CONSENTED TO AN ORDER REVOKING HIS REGISTRATION IN ILLINOIS.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- RBC $37.1M (46% of AUM) May 2026
- Interactive Brokers $9.6M (12% of AUM) May 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: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗