← Back to searchVisit website
ADDISON CAPITAL
ADDISON CAPITAL, LLC
CRD 144853 · SEC 801-68352
20 ASH STREET, SUITE 330, CONSHOHOCKEN, PA, 19428, United States
Phone
215-563-6919
Fax
215-525-4424
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.12B
Discretionary AUM
$823.4M
Team
4 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $31.4M |
| High net worth individuals | 137 | $508.0M |
| Banking/thrift institutions | 2 | $300.6M |
| Pension/profit sharing plans | 7 | $55.1M |
| Charitable organizations | 19 | $57.7M |
| State/municipal entities | 2 | $145.8M |
| Corporations/business entities | 6 | $25.4M |
States served
CA, NJ, NY, PA, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD