RIA Intel›Advisers›Indiana›CITY SECURITIES CORPORATION

CITY SECURITIES CORPORATION

Advisory

N·INDIANAPOLIS, IN

Data as of Feb 27, 2017 · Source: SEC Form ADV

Total AUM

$949M

1-Year AUM Growth

+18.1%

3-Year CAGR

+7.5%

Employees

54

Assets Under Management

Total AUM$949M

Discretionary AUM$244M

Non-Discretionary AUM$705M

Discretionary %25.7%

Total Clients—

Team

Total Employees54

Investment Advisers84

Employee Growth (1Y)—

Filing History

Total Filings on Record66

First FilingJan 19, 2007

Latest FilingFeb 27, 2017

🔒 Full AUM trend chart and 66 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CITY SECURITIES CORPORATION

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.