CAPITAL CITIES INVESTMENTS
CRD #116185 SEC #801-69504 INDIANAPOLIS, IN 317-475-4500
SEC Registered
Total AUM
$251.4M
Discretionary
$251.4M
Employees
19
Clients
10
Accounts
1,319
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $251.4M | $251.4M | $0 | 19 | 0 |
| Mar 2024 | $270.5M | $270.5M | $0 | 25 | 0 |
| May 2023 | $211.7M | $211.7M | $0 | 25 | 2 |
| Mar 2023 | $211.7M | $211.7M | $0 | 25 | 2 |
| Sep 2022 | $258.4M | $258.4M | $0 | 27 | 0 |
| Mar 2022 | $258.4M | $258.4M | $0 | 27 | 0 |
| Nov 2021 | $210.8M | $210.8M | $0 | 22 | 0 |
| Mar 2021 | $210.8M | $210.8M | $0 | 22 | 0 |
| Jun 2020 | $187M | $187M | $0 | 23 | 0 |
| Mar 2020 | $187M | $187M | $0 | 23 | 0 |
| May 2019 | $155.5M | $155.5M | $0 | 29 | 0 |
| May 2019 | $155.5M | $155.5M | $0 | 29 | 0 |
| Mar 2019 | $155.5M | $155.5M | $0 | 29 | 0 |
| Oct 2018 | $146.8M | $146.8M | $0 | 25 | 0 |
| Mar 2018 | $146.8M | $146.8M | $0 | 25 | 0 |
| Jun 2017 | $131M | $131M | $0 | 22 | 366 |
| May 2017 | $131M | $131M | $0 | 22 | 366 |
| Mar 2017 | $131M | $131M | $0 | 22 | 366 |
| Jan 2017 | $124.6M | $124.6M | $0 | 21 | 336 |
| Feb 2016 | $124.6M | $124.6M | $0 | 21 | 336 |
| Jun 2015 | $126.9M | $126.9M | $0 | 20 | 336 |
| Mar 2015 | $126.9M | $126.9M | $0 | 20 | 336 |
| Dec 2014 | $116.6M | $116.6M | $0 | 20 | 317 |
| Nov 2014 | $116.6M | $116.6M | $0 | 20 | 317 |
| Sep 2014 | $116.6M | $116.6M | $0 | 20 | 317 |
| Mar 2014 | $116.6M | $116.6M | $0 | 20 | 317 |
| Mar 2013 | $93.5M | $93.5M | $0 | 20 | 286 |
| Jun 2012 | $83.8M | $83.8M | $0 | 6 | 300 |
| Jun 2012 | $83.8M | $83.8M | $0 | 6 | 300 |
| Mar 2012 | $83.8M | $83.8M | $0 | 6 | 300 |
DateMar 2025
Total AUM$251.4M
Discretionary$251.4M
Non-Disc.$0
Employees19
Clients0
DateMar 2024
Total AUM$270.5M
Discretionary$270.5M
Non-Disc.$0
Employees25
Clients0
DateMay 2023
Total AUM$211.7M
Discretionary$211.7M
Non-Disc.$0
Employees25
Clients2
DateMar 2023
Total AUM$211.7M
Discretionary$211.7M
Non-Disc.$0
Employees25
Clients2
DateSep 2022
Total AUM$258.4M
Discretionary$258.4M
Non-Disc.$0
Employees27
Clients0
DateMar 2022
Total AUM$258.4M
Discretionary$258.4M
Non-Disc.$0
Employees27
Clients0
DateNov 2021
Total AUM$210.8M
Discretionary$210.8M
Non-Disc.$0
Employees22
Clients0
DateMar 2021
Total AUM$210.8M
Discretionary$210.8M
Non-Disc.$0
Employees22
Clients0
DateJun 2020
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees23
Clients0
DateMar 2020
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees23
Clients0
DateMay 2019
Total AUM$155.5M
Discretionary$155.5M
Non-Disc.$0
Employees29
Clients0
DateMay 2019
Total AUM$155.5M
Discretionary$155.5M
Non-Disc.$0
Employees29
Clients0
DateMar 2019
Total AUM$155.5M
Discretionary$155.5M
Non-Disc.$0
Employees29
Clients0
DateOct 2018
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees25
Clients0
DateMar 2018
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees25
Clients0
DateJun 2017
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees22
Clients366
DateMay 2017
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees22
Clients366
DateMar 2017
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees22
Clients366
DateJan 2017
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees21
Clients336
DateFeb 2016
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees21
Clients336
DateJun 2015
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees20
Clients336
DateMar 2015
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees20
Clients336
DateDec 2014
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees20
Clients317
DateNov 2014
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees20
Clients317
DateSep 2014
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees20
Clients317
DateMar 2014
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees20
Clients317
DateMar 2013
Total AUM$93.5M
Discretionary$93.5M
Non-Disc.$0
Employees20
Clients286
DateJun 2012
Total AUM$83.8M
Discretionary$83.8M
Non-Disc.$0
Employees6
Clients300
DateJun 2012
Total AUM$83.8M
Discretionary$83.8M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$83.8M
Discretionary$83.8M
Non-Disc.$0
Employees6
Clients300