An Ohio Corporation
Capital City Partners, Inc. (CCP) is a diversified financial services firm. A menu built for experienced financial professionals provides the diversity of a wirehouse with the commission payout of an Independent "boutique". CCP can accommodate both captive and independent registered representatives, insurance agents, and investment advisors. Our FAs typically achieve higher incomes than their industry counterparts with similar production. This allows our Financial Advisors (FAs) to provide a higher level of service while still meeting their income goals.
Wealth management is provided by Capital City Securities, LLC, member FINRA, SIPC and MSRB licensed, and Capital City Asset Management Group, LLC, is a SEC registered investment advisor
Capital City Securities, LLC Form CRS, Relationship Summary.
Capital City Asset Management Group, LLC Form CRS, Relationship Summary.
Investment banking is offered through Capital City Consulting Group, LLC and RBC Clearing & Custody.
Insurance products are offered through Capital City Insurance Group, LLC.
Capital City Partners has the bandwidth and experience to provide world-class service to their advisors and clients, who include corporations, financial institutions, and individual investors.
Newsletters
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Lease Payment
How much would your monthly lease payment be?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.