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 registered investment advisor. A variety of third-party asset
managers are also available, including some of the largest firms in the
industry.
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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An Umbrella Policy Offers Extra Liability Coverage
An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
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Catch Up for a More Comfortable Retirement
Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.
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Just Your Average Millionaire
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
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Versatile 529 Plans Can Help with More than Just College
529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Credit Card Debt
How Long Will It Take to Pay my Balance?