Zakariah Aziz is a registered investment advisor at Capital City Asset Management Group, LLC, based in Powell, OH, with 7 years of industry experience. Zakariah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 173 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital City Asset Management Group charges a percentage of the assets they manage. The fees are negotiable, but the maximum annual fees are:
- Up to $250,000: 2.9% (2.0% for Florida residents)
- $250,001 - $500,000: 2.5% (2.0% for Florida residents)
- $500,001 - $1,000,000: 2.0%
- $1,000,001 - $2,000,000: 1.5%
- $2,000,001 - $5,000,000: 1.0%
- $5,000,001 and above: 0.75%
These fees are charged monthly and deducted from your account. CCAMG may also receive performance-based fees from third-party asset managers, creating a potential conflict of interest.
Location
3789 Attucks Drive, 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 Activities
Zakariah is a rental property owner with 100% interest in properties in Columbus and Dublin, Ohio. He spends a few hours per week on this activity outside of market hours.
Employment History
Current Registrations
Capital City Asset Management Group, LLC
Capital City Securities, LLC
Capital City Securities, LLCBroker
Previous Registrations
American Heritage Securities, INC.Broker
State Registrations7 states
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