# Capital Cities Investments
Source: https://planprovider.pro/provider/capital-cities-investments

> Part of Capital City Bank Group, Capital Cities Investments combines investment advisory work with private banking and trust services under one roof. The fir…

Retirement Plan Advisor

Tallahassee, FL

## About Capital Cities Investments

<p>Part of Capital City Bank Group, Capital Cities Investments combines investment advisory work with private banking and trust services under one roof. The firm is headquartered in Tallahassee, serving clients across the Florida Panhandle and the broader Florida–Georgia–Alabama region.</p>

<p>As the wealth management division connected to the legacy of Capital City Trust Company and Capital City Bank, the team works with individuals, families, and organizations on day-to-day planning as well as long-range goals. The firm reported $4.1B in assets under management in 2026 and has 969 employees.</p>

<p>Capital Cities Investments supports the full arc of wealth planning, from building and deploying assets to preserving and transferring them. Investment and planning services are offered through Capital City Investments and LPL Financial, depending on client needs and account structure.</p>

<p>One practical differentiator is access to both banking and trust capabilities alongside advisory services, which can simplify coordination for clients who prefer fewer providers.</p>

<ul>
<li>Investment advisory and portfolio management</li>
<li>Financial planning for individuals, families, and organizations</li>
<li>Private banking services</li>
<li>Trust services and wealth transfer planning</li>
<li>3(21) fiduciary support for retirement plans (<a href="/plan-advisors">plan advisors</a>)</li>
</ul>

Website: [https://www.ccbg.com/wealth](https://www.ccbg.com/wealth)

Employees: 969

## Office Locations

- Tallahassee, FL (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $4.1B

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