President/member · Capital Cities Investments
Joe B. Wiley
CRD 2134155 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Capital Cities Investments, an SEC-registered wealth manager based in Indianapolis, IN with $288 million in regulatory assets, lists Joe B. Wiley on its Form ADV as President/member, a control person. The SEC filings also name Joe at 1 other registered adviser.
Firms and roles
- Capital Cities InvestmentsPresident/memberWealth manager · Indianapolis, IN · $288M in regulatory assets
- Capital Cities, LLCFounding PrincipalAsset manager · Indianapolis, IN · $0M in regulatory assets
AtlasMembers
Joe’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- William M. MaugerChairman of the Board/chief Compliance Officer/managing Member, Capital Cities Investments
- Amanda J. BlackChief Executive Officer/member, Capital Cities Investments
- Tiffany J. SpudichMember/chief Client Officer, Capital Cities Investments
- Bryan K. AlexanderMember, Capital Cities Investments
- Corey S. WaddellPrincipal, Director of Consulting, Capital Cities, LLC
1 more person named with Joe on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joe’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.