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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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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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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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.