CAPITAL CITIES INVESTMENTS
C48
CRD 116185·SEC 801-69504·INDIANAPOLIS, IN
AUM
$287.9M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$864K
@ 30% margin
Est. Deal Value
$6.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $155.5M
'21 · $187.0M
'22 · $210.8M
'23 · $258.4M
'25 · $251.4M
'26 · $287.9M
'20'26
$155.5M → $287.9M▲ +85%
Operations
Advisory staff (5-yr trend)
'20 · 22 advisors
'21 · 21 advisors
'22 · 16 advisors
'23 · 20 advisors
'25 · 15 advisors
'26 · 14 advisors
'20'26
22 advisors → 14 advisors▼ -36%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.