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Todd Edward Crawford

CAPITAL CITY ASSET MANAGEMENT GROUP

POWELL, OH

·CRD# 1951009·28 years experience

Professional Summary

Todd Edward Crawford, who also goes by Todd E. Crawford, Todd Crawford, is a registered financial advisor currently at CAPITAL CITY ASSET MANAGEMENT GROUP, LLC located in Powell, Ohio and CAPITAL CITY SECURITIES, LLC located in Powell, Ohio. Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Todd has worked at 7 firms and has passed the Series 65, Series 63, Series 79TO,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Todd E. Crawford, Todd Crawford

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

CAPITAL CITY ASSET MANAGEMENT GROUP, LLC·CRD# 134008

RIA

3789 Attucks Dr, Powell, OH 43065

November 7, 2005 - Present

CAPITAL CITY SECURITIES, LLC·CRD# 146001

BD

1. 3789 Attucks Dr, Powell, OH 430652. 4015 Executive Park Dr Suite 402, Cincinnati, OH 452413. 3789 Attucks Dr, Powell, OH 43065

May 29, 2008 - Present

REGIS SECURITIES CORPORATION·CRD# 103711

BD

Columbus, OH

June 22, 2005 - June 25, 2008

CAPITAL CITY PARTNERS, LLC·CRD# 132099

RIA

Columbus, OH

July 20, 2004 - October 10, 2005

BRECEK & YOUNG ADVISORS, INC.·CRD# 40395

RIA

Columbus, OH

February 18, 2003 - June 4, 2004

BRECEK & YOUNG ADVISORS, INC.·CRD# 40395

BD

Folsom, CA

January 27, 2003 - June 4, 2004

KEYBANC CAPITAL MARKETS INC.·CRD# 566

BD

Cleveland, OH

November 16, 2000 - February 10, 2003

DIAMOND HILL SECURITIES, INC.·CRD# 28240

BD

Columbus, OH

March 23, 1998 - November 10, 2000

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Current Firm

CC

CAPITAL CITY ASSET MANAGEMENT GROUP, LLC

CAPITAL CITY ASSET MANAGEMENT GROUP, LLC | CAPITAL CITY PARTNERS ASSET MANAGEMENT GROUP, LLC | CAPITAL CITY PARTNERS ASSET MANAGEMENT GROUP

CRD#: 134008 / SEC#: 801-64792

RIA

Registered Investment Advisory firm - SEC (11/24/2017 Terminated)

Florida

Registered Investment Advisory firm - Florida (10/5/2017 Approved)

New York

Registered Investment Advisory firm - New York (12/16/2016 Approved)

North Carolina

Registered Investment Advisory firm - North Carolina (4/21/2010 Terminated)

Ohio

Registered Investment Advisory firm - Ohio (7/21/2015 Approved)

Texas

Registered Investment Advisory firm - Texas (5/27/2026 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

3789 Attucks Dr, Powell, OH 43065

Phone Number

(614) 485-0803

# of Employees

14

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

278

AUM (Assets Under Management)

$79,929,503

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CAPITAL CITY PARTNERS, INC. IS A HOLDING COMPANY FOR FINANCIAL SERVICE COMPANIES. IT IS INVESTMENT RELATED. LOCATED AT 3789 Attucks Drive, Powell, Ohio 43065.I AM THE CEO. I STARTED IN DECEMBER 2007. I WORK APPROXIMATELY 20 HOURS PER MONTH AND RARELY ANY HOURS DURING TRADING HOURS. CAPITAL CITY CONSULTING GROUP, LLC. IS INVESTMENT RELATED. IT IS AN INVESTMENT BANKING COMPANY LOCATED AT 3789 Attucks Drive, Powell, Ohio 43065. I AM THE MANAGING PARTNER STARTING IN OCTOBER 2009. I WORK APPROXIMATELY 40 HOURS PER MONTH AND RARELY ANY HOURS DURING TRADING HOURS. CAPITAL CITY ENERGY GROUP, INC. IS INVESTMENT RELATED. IT IS A PRIVATE COMPANY. IT IS AN OIL AND NATURAL GAS EXPLORATION AND PRODUCTION COMPANY. IT IS LOCATED AT 3789 Attucks Drive, Powell, Ohio 43065. I AM CHAIRMAN OF THE BOARD OF DIRECTORS. I STARTED FEBRUARY 2010. I WORK APPROXIMATELY 20 HOURS PER MONTH WITH THIS COMPANY AND RARELY ANY HOURS DURING TRADING HOURS. CAPITAL CITY INSURANCE GROUP, LLC. IS INVESTMENT RELATED. IT IS AN INSURANCE AGENCY OFFERING LIFE, HEALTH, ANNUITIES,PROPERTY AND CASUALTY INSURANCES . IT IS LOCATED AT 3789 ATTUCKS DRIVE, POWELL, OHIO 43065. I AM AN OFFICER OF THE COMPANY STARTING IN DECEMBER OF 2007. I WORK 10 HOURS PER MONTH AND RARELY ANY HOURS DURING TRADING HOURS. CAPITAL CITY ASSET MANAGEMENT GROUP, LLC. IS INVESTMENT RELATED LOCATED AT 3789 ATTUCKS DRIVE, POWELL, OHIO 43065. IT IS AN INVESTMENT ADVISORY COMPANY OFFERING FEE BASED ASSET MANAGEMENT SERVICES. I AM THE CEO AND STARTED IN MAY 2002 (FORMERLY KNOW AS AMERICAN WEALTH PRESERVATION GROUP, LTD.) I WORK APPROXIMATELY 80 HOURS PER MONTH AND APPROXIMATELY 3.5 HOURS PER DAY DURING TRADING HOURS. CAPITAL CITY SECURITIES, LLC. IS INVESTMENT RELATED LOCATED AT 3789 ATTUCKS DRIVE, POWELL, OHIO 43065. IT IS A FINRA MEMBER BROKER DEALER OFFERING SECURITIES AND INVESTMENTS. I AM THE PRESIDENT STARTING IN JANUARY 2008. I WORK APPROXIMATELY 80 HOURS PER MONTH AND 3.5 HOURS PER DAY DURING TRADING HOURS. SYNTHETIC FUELS OF OHIO, CORP. IS NOT INVESTMENT RELATED. LOCATED AT 3789 ATTUCKS DRIVE, POWELL, OHIO 43065. IT IS A NEW AGE ENERGY PROCESSING COMPANY. I AM THE CEO BEGINNING MAY 2021. I DEVOTE APPROXIMATELY 5 HOURS PER MONTH TYPICALLY OUTSIDE SECURITIES TRADING HOURS. I PROVIDE OVERSIGHT AND STRATEGIC PLANNING.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(7/22/2020)

RR

Colorado
(5/18/2023)

RR

Florida
(9/19/2008)

IAR

Florida
(10/5/2017)

RR

Georgia
(9/9/2020)

RR

Indiana
(7/26/2012)

RR

Maryland
(11/12/2019)

RR

Michigan
(10/22/2015)

RR

Nevada
(11/21/2019)

RR

New Jersey
(6/27/2019)

RR

New York
(3/8/2012)

IAR

Ohio
(11/7/2005)

RR

Ohio
(7/8/2008)

RR

Texas
(10/16/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2000About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1998About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1998About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Oct 2005About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Todd Edward Crawford's CRS (Customer Relationship Summary).

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TC

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