David Gilg
David Gilg is a registered investment advisor at Capital City Asset Management Group, LLC, based in Powell, OH, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 173 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital City Asset Management Group charges a percentage of the assets they manage. The fees are negotiable, but the maximum annual fees are:
- Up to $250,000: 2.9% (2.0% for Florida residents)
- $250,001 - $500,000: 2.5% (2.0% for Florida residents)
- $500,001 - $1,000,000: 2.0%
- $1,000,001 - $2,000,000: 1.5%
- $2,000,001 - $5,000,000: 1.0%
- $5,000,001 and above: 0.75%
These fees are charged monthly and deducted from your account. CCAMG may also receive performance-based fees from third-party asset managers, creating a potential conflict of interest.
Location
3789 Attucks Dr, Powell, OH, 43065
Get directionsHistory
Regulatory History (5)
Regulatory
June 2013Employment Separation After Allegations
June 2011Customer Dispute
September 2008Customer Dispute
June 2007Customer Dispute
April 2006Other Business Activities
David owns rental property and teaches a business management/finance course at Columbus State, dedicating a few hours per week. He also has a single-owner LLC for tax purposes.
Employment History
Current Registrations
Capital City Asset Management Group, LLC
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.