CAPITAL CITY WEALTH MANAGEMENT, INC.

CRD 172199File 801-131838

APPROVED

Retail clients

Filing as of Feb 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$130.0M

Bottom 25% of cohort (national)

Discretionary AUM

$130.0M

Clients

135

298 accounts

Employees

Bottom 25% of cohort in ND

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: DRO
Registration date: Jan 30, 2025
Principal office: 1000 TACOMA AVENUE, SUITE 200, BISMARCK, ND, 58504
Phone: (701) 250-7220
Website: https://www.linkedin.com/in/benjamin-brandt-cfp%C2%AE-134232a8/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $130.0M
Discretionary AUM: $130.0M
Non-discretionary AUM: $0
Discretionary accounts: 298
Non-discretionary accounts: 0
Total accounts: 298
AUM per client: $963K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	40	$95.0M
Individuals (other than high net worth individuals)	95	$35.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.