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).

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 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 23 years of experience in the finance industry.

2
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 25 years of experience in the finance industry.

3
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 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 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 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 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 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 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 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.