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CAPITAL ANALYSTS
CAPITAL ANALYSTS, LLC
CRD 162200 · SEC 801-74614
601 OFFICE CENTER DRIVE, SUITE 300, FORT WASHINGTON, PA, 19034-3232, United States
Phone
800-242-1421
Fax
215-376-1057
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.77B
Discretionary AUM
$8.56B
Team
679 total employees; 667 advisory reps; 57 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12569 | $3.82B |
| High net worth individuals | 3042 | $4.61B |
| Pension/profit sharing plans | 87 | $100.2M |
| Charitable organizations | 23 | $29.5M |
| Corporations/business entities | 119 | $208.1M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD