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Bryan Keith Alexander

Investment adviser representative at Capital Cities Investments
31 yearsExperience
2 statesRegistered in
$287.9MFirm assets
18 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

31 years in the industry.

  1. Silver Oak Securities, IncNov 2023 to now
  2. Capital Cities InvestmentsMar 1995 to now
  3. Triad Advisors, LLCMay 2005 to Nov 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law2000

State registrations

Registered as an investment adviser representative in 2 states (IN, TX).

Capital Cities Investments

$287.9MAssets managed
476Clients
10Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2293786
Firm CRD
116185
Advisor's SEC record (opens in a new tab)
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