Kurt A. Hildebrand

CAPITAL CITY ASSET MANAGEMENT GROUP

Powell, OH 43065

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CRD#: 4703975

Professional summary

Kurt Allen Hildebrand 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.

Kurt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Kurt has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The Hildebrand Financial, LLC 3789 Attucks Dr, Powell, OH 43065-6080 11/15/2006 Industry Related Sell and service Life, Health, Disability and Long Term Care insurance as well as sharing in the sale of Property and Casualty insurance. Hildebrand Financial Group also sells college planning SAT/ACT prep programs as part of a college planning package. HFG also provides the pro-shop for the martial arts program at the YMCA at no profit. Owner and Managing Agent Operated with Personal Assets 10 hours per week, 5 during market hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Allen Hildebrand'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®

None

Experience

Current

June 28, 2023 - Present

CAPITAL CITY ASSET MANAGEMENT GROUP, LLC

Office #1: 3789 Attucks Dr, Powell, OH 43065

RIA

CRD#: 134008

Powell, OH

Current

June 27, 2023 - Present

CAPITAL CITY SECURITIES, LLC

Office #1: 3789 Attucks Dr, Powell, OH 43065

CRD#: 146001

Powell, OH

Past

December 13, 2017 - June 14, 2023

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

MANSFIELD, OH

Past

December 13, 2017 - June 14, 2023

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

MANSFIELD, OH

Past

August 12, 2015 - December 1, 2017

CAPITAL CITY ASSET MANAGEMENT GROUP, LLC

RIA

CRD#: 134008

COLUMBUS, OH

Past

August 6, 2015 - December 1, 2017

CAPITAL CITY SECURITIES, LLC

CRD#: 146001

POWELL, OH

Past

March 13, 2015 - July 29, 2015

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

DUBLIN, OH

Past

March 4, 2015 - July 29, 2015

MML INVESTORS SERVICES, LLC

CRD#: 10409

DUBLIN, OH

Past

February 24, 2012 - February 17, 2015

CAPITAL CITY SECURITIES, LLC

CRD#: 146001

POWELL, OH

Past

June 25, 2009 - November 22, 2011

CAPITAL CITY SECURITIES, LLC

CRD#: 146001

POWELL, OH

Past

April 30, 2007 - June 9, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

MANSFIELD, OH

Past

April 27, 2007 - June 9, 2009

LPL FINANCIAL LLC

CRD#: 6413

MANSFIELD, OH

Past

April 8, 2004 - May 1, 2007

NYLIFE SECURITIES LLC

CRD#: 5167

DAYTON, 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.

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

Kentucky
(8/6/2025)

Ohio
(6/27/2023)

IAR

Ohio
(6/28/2023)

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

State Security Law Exam

IAR

Series 65

Date: 2/20/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/4/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/17/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/7/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 9/25/2011

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

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)

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).

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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

Documents

Latest Form ADV

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.

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Kurt A. Hildebrand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Allen Hildebrand's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL CITY SECURITIES, LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

CAPITAL CITY ASSET MANAGEMENT GROUP, LLC

CAPITAL CITY SECURITIES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

CAPITAL CITY SECURITIES, LLC

CAPITAL CITY SECURITIES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/20/2008

Series 63

Date: 1/4/2005

SIE

Date: 10/1/2018

Series 7

Date: 5/17/2008

Series 6

Date: 4/7/2004

Series 26

Date: 9/25/2011

FINRA

Current Firm

CAPITAL CITY ASSET MANAGEMENT GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAPITAL CITY ASSET MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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