Kurt Hildebrand
Kurt Hildebrand is a registered investment advisor at Capital City Asset Management Group, LLC, based in Powell, OH, with 22 years of industry experience. Kurt 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.90% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $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
Location
3789 Attucks Dr, Powell, OH, 43065
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Regulatory History
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.
Learn about disclosures →Other 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.
Exams
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