RP
RP

Robert Pelkey

21 Years of Experience
Indianapolis, IN

Robert Pelkey is a registered investment advisor at Capital Cities, LLC, based in Indianapolis, IN, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
15 clients
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are customized and range from 0.05% to 1.00% per year based on the amount of work involved and account size.

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

426 East New York Street, Indianapolis, IN, 46202-3602

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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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Employment History
Current Registrations
Capital Cities, LLC
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Capital Cities Investments
June 2008 - March 2024 · 15 yrs 9 mos
Capital Cities, LLC
October 2007 - February 2024 · 16 yrs 4 mos
40/86 Advisors, INC.
December 2004 - December 2008 · 4 yrs
State Registrations1 state
IN
Advisor

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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