Zakariah Aziz
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 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 Drive, Powell, OH, 43065
Get directionsHistory
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
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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