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Susan R. Somers

Investment adviser representative at Capital Cities, LLC
23 yearsExperience
1 stateRegistered in
$0Firm 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 assetsFixed or flat fee

Services the firm offers

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

  • Pension consulting

Experience

23 years in the industry.

  1. Capital Cities, LLCJan 2021 to now
  2. Triad Advisors, LLCJun 2005 to Jan 2021
  3. Capital Cities Investments, Inc.Nov 2003 to Jan 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 1 state (IN).

Capital Cities, LLC

$0Assets managed
15Clients
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
4735597
Firm CRD
122916
Advisor's SEC record (opens in a new tab)
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