Capital Cities Investments

Capital Cities Investments (CRD# 116185) is a financial advisory firm headquartered in Indianapolis, IN. They manage $124,623,678 in 350 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
47 South Meridian Street, Suite 425, Indianapolis, IN 46204
http://www.capitalcitiesinvestments.com
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $356,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, IN, LA, MA, NH, TX, VA, VT

Financial Advisors at Capital Cities Investments
Showing 1 - 10 of 21 top financial advisors.
1
Paul Harris, financial advisor Indianapolis IN
Paul A. Harris
CRD#: 1247961
47 South Meridian Street, Suite 425, Indianapolis, IN 46204
96
Wealthminder
score

Paul Harris (CRD# 1247961) is an Investment Advisor Representative working at Capital Cities Investments in Indianapolis, IN and has over 22 years of experience in the finance industry.

2
Bryan Alexander, financial advisor Indianapolis IN
Bryan K. Alexander
CRD#: 2293786
47 South Meridian Street, Suite 425, Indianapolis, IN 46204
93
Wealthminder
score

Bryan Alexander (CRD# 2293786) is an Investment Advisor Representative working at Capital Cities Investments in Indianapolis, IN and has over 24 years of experience in the finance industry.

3
Benjamin Beverly, financial advisor Richmond VA
Benjamin S. Beverly
CRD#: 5233216
6720 Patterson Avenue, Richmond, VA 23226
93
Wealthminder
score

Benjamin Beverly (CRD# 5233216) is an Investment Advisor Representative working at Capital Cities Investments in Richmond, VA and has over 9 years of experience in the finance industry.

4
Amanda Black, financial advisor Indianapolis IN
Amanda J. Black
CRD#: 5195125
47 South Meridian St, Suite 425, Indianapolis, IN 46204
93
Wealthminder
score

Amanda Black (CRD# 5195125) is an Investment Advisor Representative working at Capital Cities Investments in Indianapolis, IN and has over 11 years of experience in the finance industry.

5
Jeffrey Cheesman, financial advisor Indianapolis IN
Jeffrey S. Cheesman
CRD#: 1036692
47 South Meridian Street, Suite 425, Indianapolis, IN 46204
93
Wealthminder
score

Jeffrey Cheesman (CRD# 1036692) is an Investment Advisor Representative working at Capital Cities Investments in Indianapolis, IN and has over 35 years of experience in the finance industry.

6
Alan Covey, financial advisor Middlebury VT
Alan D. Covey
CRD#: 5809630
63 Maple St., Suite 25, Middlebury, VT 05753
93
Wealthminder
score

Alan Covey (CRD# 5809630) is an Investment Advisor Representative working at Capital Cities Investments in Middlebury, VT and has over 7 years of experience in the finance industry.

7
Holly Ferguson, financial advisor Middlebury VT
Holly D. Ferguson
CRD#: 5124090
63 Maple Street, Unit 25, Middlebury, VT 05753
93
Wealthminder
score

Holly Ferguson (CRD# 5124090) is an Investment Advisor Representative working at Capital Cities Investments in Middlebury, VT and has over 11 years of experience in the finance industry.

8
James Graham, financial advisor Middlebury VT
James J. Graham
CRD#: 2235309
63 Maple Street, Unit 25, Middlebury, VT 05753
93
Wealthminder
score

James Graham (CRD# 2235309) is an Investment Advisor Representative working at Capital Cities Investments in Middlebury, VT and has over 25 years of experience in the finance industry.

9
Jacob Haigh, financial advisor Middlebury VT
Jacob R. Haigh
CRD#: 5068661
63 Maple Street, Suite 25, Middlebury, VT 05753
93
Wealthminder
score

Jacob Haigh (CRD# 5068661) is an Investment Advisor Representative working at Capital Cities Investments in Middlebury, VT and has over 11 years of experience in the finance industry.

10
William Mauger, financial advisor Indianapolis IN
William M. Mauger
CRD#: 1934817
47 South Meridien Street, Suite 425, Indianapolis, IN 46204
93
Wealthminder
score

William Mauger (CRD# 1934817) is an Investment Advisor Representative working at Capital Cities Investments in Indianapolis, IN and has over 28 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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