Fee-only adviser · Bismarck, ND
Capital City Wealth Management, Inc.
Capital City Wealth Management, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bismarck, North Dakota. On its latest Form ADV, filed February 18, 2026, it reports $130M in regulatory assets under management, 135 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 172199 · SEC file 801-131838 |
| Office | 1000 Tacoma Avenue Suite 200 Bismarck, ND 58504 |
| Phone | (701) 250-7220 |
| Website | retirementstartstodayradio.com |
| Regulatory assets under management | $130M |
| Individual clients | 95 non-high-net-worth, 40 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bismarck
- Bona Fide Finance $16M
- Triton Investments, LLC $17M
See all 3 fee-only advisers in Bismarck →
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