TC
Todd E. Crawford
CAPITAL CITY ASSET MANAGEMENT GROUP
Powell, OH 43065
Some features on this profile are disabled
CRD#: 1951009
TC
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, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Todd E. Crawford | Todd Crawford
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.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Edward Crawford's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 7, 2005 - Present
CAPITAL CITY ASSET MANAGEMENT GROUP, LLC
Office #1: 3789 Attucks Dr, Powell, OH 43065RIA
CRD#: 134008
Powell, OH
Current
May 29, 2008 - Present
CAPITAL CITY SECURITIES, LLC
Office #1: 3789 Attucks Dr, Powell, OH 43065Office #2: 4015 Executive Park Dr Suite 402, Cincinnati, OH 45241Office #3: 3789 Attucks Dr, Powell, OH 43065BD
CRD#: 146001
Powell, OH
Past
June 22, 2005 - June 25, 2008
REGIS SECURITIES CORPORATION
BD
CRD#: 103711
COLUMBUS, OH
Past
July 20, 2004 - October 10, 2005
CAPITAL CITY PARTNERS, LLC
RIA
CRD#: 132099
COLUMBUS, OH
Past
February 18, 2003 - June 4, 2004
BRECEK & YOUNG ADVISORS, INC.
RIA
CRD#: 40395
COLUMBUS, OH
Past
January 27, 2003 - June 4, 2004
BRECEK & YOUNG ADVISORS, INC.
BD
CRD#: 40395
FOLSOM, CA
Past
November 16, 2000 - February 10, 2003
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
CLEVELAND, OH
Past
March 23, 1998 - November 10, 2000
DIAMOND HILL SECURITIES, INC.
BD
CRD#: 28240
COLUMBUS, OH
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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
Tennessee(7/11/2023)
RR
Texas(10/16/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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 - (11/24/2017 Terminated)Florida
Registered Investment Advisory firm - (10/5/2017 Approved)New York
Registered Investment Advisory firm - (12/16/2016 Approved)North Carolina
Registered Investment Advisory firm - (4/21/2010 Terminated)Ohio
Registered Investment Advisory firm - (7/21/2015 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3789 Attucks Dr, Powell, OH 43065
Mailing Address
Phone number
(614) 485-0803
Established
Firm type
Fiscal year end
# of Employees
14
Regulatory assets under management
| Total Number of Accounts | 246 |
| AUM (Assets Under Management) | $ 43,328,751 |
Red Flags
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.
