Kurt Hildebrand
Kurt Hildebrand is a registered investment advisor at Capital City Asset Management Group, LLC, based in Powell, OH, with 21 years of industry experience. Kurt 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 (1)
Financial
September 2016Other Business ActivitiesSells Insurance
Kurt owns The Hildebrand Financial Group, LLC, where he sells life insurance and receives overrides on other insurance professionals, dedicating about 10-20% of his time. He also works as a chief martial arts instructor at the Columbus Area YMCA, spending about 10-20% of his time teaching self-defense.
Employment History
Current Registrations
Capital City Asset Management Group, LLC
Capital City Securities, LLC
Capital City Securities, LLCBroker
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Capital City Asset Management Group, LLC
Capital City Securities, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Capital City Securities, LLCBroker
Capital City Securities, LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Nylife Securities LLCBroker
State Registrations2 states
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.