Whitney Blake Smith
Investment adviser representative at Capital Cities Investments
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Capital Cities InvestmentsJan 2015 to now
- Triad Advisors, Inc.Sep 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5483579
- Firm CRD
- 116185