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Financial ServicesRetirement Planning✓ Verified
Brooksville, Hernando County
Last verified: Wednesday, October 21, 2026
Capital City Strategic Wealth / Capital City Investments — LPL Financial (Brooksville Office)
About This Organization

Capital City Investments / Capital City Strategic Wealth (offering fiduciary investment advisory and retirement planning services through SEC-registered Investment Adviser LPL Financial LLC, CRD #6413, SEC File #801-10970) is an established Brooksville retirement income, trust coordination, and wealth preservation practice located at 7153 Broad Street (U.S. Highway 41) in Brooksville, Hernando County, Florida (ZIP 34601, with an additional West Brooksville / Weeki Wachee corridor branch at 14001 Cortez Blvd, Brooksville, FL 34613). Anchored by Senior Financial Advisor Daniel Douglas ("Danny") Etheridge, CRPC®, CKA® (Individual CRD #6189560), who holds both the Chartered Retirement Planning Counselor™ (CRPC®) and Certified Kingdom Advisor® (CKA®) designations, the practice serves retirees, agricultural and acreage landowners, and public-sector families across Brooksville, Southern Hills, Brookridge, High Point, Clover Leaf Farms, and Weeki Wachee.

Positioned on Broad Street (US-41) just north of the Southwest Florida Water Management District (SWFWMD) headquarters (2379 Broad St, Brooksville, FL 34604) and minutes south of Historic Downtown Brooksville and the Hernando County Government Center (201 Howell Ave, Brooksville, FL 34601), Danny Etheridge, CRPC®, CKA® has deep experience guiding retiring SWFWMD scientists and engineers, Hernando County School District educators, Hernando County Sheriff's Office deputies, and City of Brooksville employees through Florida Retirement System (FRS) Pension Plan versus Investment Plan comparisons and Deferred Retirement Option Program (DROP) lump-sum IRA rollovers.

Using his Chartered Retirement Planning Counselor™ (CRPC®) training, Mr. Etheridge engineers tax-sensitive retirement withdrawal sequences, SECURE 2.0 Act Required Minimum Distribution (RMD) schedules (ages 73–75), and values-aligned Qualified Charitable Distributions (QCDs for clients aged 70½+) that reduce Modified Adjusted Gross Income and help prevent two-year lookback Medicare Part B and Part D IRMAA surcharges alongside Elder Options (PSA 3) SHINE Medicare counseling (1-800-262-2243). Through Capital City Strategic Wealth and Capital City Trust Company collaboration, the Brooksville office also assists seniors with corporate fiduciary trust administration, long-term care liquidity planning near Tampa General Hospital Brooksville (17240 Cortez Blvd) and HCA Florida Oak Hill Hospital, and aligning household AGI with Hernando County Property Appraiser (John C. Emerson, CFA — 201 Howell Ave, Ste 300, Brooksville, FL 34601) filings for the $50,000 Homestead Exemption, Save Our Homes portability, and the Age 65+ Additional $50,000 Senior Homestead Exemption.

Official Verification Sources: SEC Investment Adviser Public Disclosure — LPL Financial LLC (CRD #6413); SEC IAPD Individual Profile — Daniel Douglas Etheridge, CRPC®, CKA® (CRD #6189560); Capital City Investments / Capital City Strategic Wealth Official Website

Verified State & Regulatory Credentials
SEC Registered Investment Adviser (LPL Financial LLC / Capital City Investments): CRD# 6413Status: Active SEC Fiduciary RIA & Broker-Dealer

Issuer: Securities and Exchange Commission (SEC) / FINRA

Notes: SEC File #801-10970; fiduciary investment advisory services offered through LPL Financial LLC (CRD #6413) operating at Capital City Investments / Capital City Strategic Wealth, 7153 Broad Street, Brooksville, FL 34601 and 14001 Cortez Boulevard, Brooksville, FL 34613.

CRPC® & CKA® Senior Financial Advisor: CRD# 6189560Status: Active CRPC® & CKA® Investment Adviser Representative

Issuer: College for Financial Planning / Kingdom Advisors / SEC / FINRA

Notes: Led in Brooksville by Senior Financial Advisor Daniel Douglas ('Danny') Etheridge, CRPC®, CKA® (CRD #6189560), holding the Chartered Retirement Planning Counselor™ and Certified Kingdom Advisor® designations with zero disclosures.

Services Offered
Chartered Retirement Planning Counselor™ (CRPC®) & CKA® Fiduciary Retirement Income Design
Southwest Florida Water Management District (SWFWMD) & Hernando County FRS DROP Rollovers
SECURE 2.0 Act RMD Tax Minimization, Roth Conversions & CKA® Qualified Charitable Distributions (QCDs)
Medicare Part B/D Two-Year Lookback IRMAA Surcharge Mitigation & Social Security Timing
Capital City Strategic Wealth & Trust Coordination for Brooksville Estates & Acreage
Long-Term Care Funding Reserves & Hernando County Homestead / 65+ Senior Tax Alignment
Frequently Asked Questions

Factual details and direct answers about Capital City Strategic Wealth / Capital City Investments — LPL Financial (Brooksville Office)'s services, licensing, and credentials.

What specialized retirement credentials does Brooksville advisor Danny Etheridge hold at Capital City Investments?

Senior Financial Advisor Daniel Douglas ('Danny') Etheridge (CRD #6189560) holds the Chartered Retirement Planning Counselor™ (CRPC®) designation from the College for Financial Planning and the Certified Kingdom Advisor® (CKA®) credential. He provides fiduciary investment advisory services through SEC-registered LPL Financial LLC (CRD #6413, SEC File #801-10970) out of Capital City's Brooksville offices at 7153 Broad Street (34601) and 14001 Cortez Boulevard (34613).

How does the Brooksville office assist Southwest Florida Water Management District (SWFWMD) and Hernando County FRS retirees?

Located on Broad Street (US-41) just north of the Southwest Florida Water Management District (SWFWMD) headquarters (2379 Broad St, Brooksville) and south of Downtown Brooksville, Danny Etheridge, CRPC®, CKA® helps retiring SWFWMD staff, Hernando County School District educators, and county employees evaluate FRS Pension Plan survivorship options and execute tax-free direct rollovers of Deferred Retirement Option Program (DROP) and FRS Investment Plan balances.

How can Certified Kingdom Advisor® (CKA®) and CRPC® planning reduce taxes on Required Minimum Distributions (RMDs)?

For charitably inclined Brooksville and Southern Hills seniors aged 70½ and older, Danny Etheridge structures Qualified Charitable Distributions (QCDs) directly from IRAs to eligible churches and 501(c)(3) charities. Under SECURE 2.0 Act rules, QCDs satisfy annual Required Minimum Distributions (RMDs) without increasing Modified Adjusted Gross Income—helping retirees avoid two-year lookback Medicare Part B/D IRMAA surcharges and preserve eligibility for Hernando County's Age 65+ Additional $50,000 Senior Homestead Exemption.

Contact Information
Address
7153 Broad St
Hours
Mon-Fri 9:00 AM - 5:00 PM
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.