Capital City Wealth Management, Inc.

Capital City Wealth Management, Inc. (CRD# 172199) is a financial advisory firm headquartered in Bismarck, ND. They manage $100,000,000 in 245 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $408,163
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ND, TX

Financial Advisors at Capital City Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin J. Brandt
CRD#: 5177378
1000 Tacoma Avenue, Suite 200, Bismarck, ND 58504
Benjamin Brandt (CRD# 5177378) is an Investment Advisor Representative working at Capital City Wealth Management, Inc. in Bismarck, ND and has over 9 years of experience in the finance industry. Benjamin Brandt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Bret D. Mulvaney
CRD#: 6625315
1000 Tacoma Avenue, Suite 200, Bismarck, ND 58504

Bret Mulvaney (CRD# 6625315) is an Investment Advisor Representative working at Capital City Wealth Management, Inc. in Bismarck, ND and has 1 year of experience in the finance industry. Bret Mulvaney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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