SM
ChFC
SM
ChFC

Shyam Mayadev

42 Years of Experience
Columbus, OH
BrokerSells Insurance

Shyam Mayadev is a ChFC-designated registered investment advisor at Capital City Asset Management Group, LLC, based in Columbus, OH, with 42 years of industry experience. Shyam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 6 more. Their firm serves 261 clients with $80M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
261 clients
Average Client Portfolio
$306K average
Assets Under Management
$79.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.90%
$250K - $500K2.50%
$500K - $1.0M2.00%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.00%
$5M+0.75%

Fees are negotiable and may be lower than stated maximums. Florida residents have a maximum fee of 2.0% for assets up to $500,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2492 W. Dublin Granville Rd., Columbus, OH, 43235

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Shyam is involved with Shyam Mayadev ChFC, CLU & Associates, an independent firm offering estate planning, risk management solutions, and insurance products since 1987. He also offers retirement and trust asset services through Mayadev Pension and Financial Services since 1978; both activities take a few hours per week each.

Employment History
Current Registrations
Capital City Asset Management Group, LLC
March 2015 - Present · 11 yrs 7 mos
Capital City Securities, LLC
September 2014 - Present · 12 yrs 1 mo
Capital City Securities, LLCBroker
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - January 2013 · 4 yrs
Raymond James Financial Services
October 1999 - January 2009 · 9 yrs 3 mos
Raymond James Financial Services, INC.Broker
August 1986 - October 2012 · 26 yrs 2 mos
Lowe & Associates, INC.Broker
May 1986 - May 1986 · 0 mos
The Prudential Insurance Company of AmericaBroker
March 1974 - April 1978 · 4 yrs 1 mo
State Registrations2 states
CAOH
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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