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CAPITAL ANALYSTS
FORT WASHINGTON, PA
800-242-1421
SEC #801-74614Total AUM
$8.8B
Employees
679Clients
15,845Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
601 OFFICE CENTER DRIVE
SUITE 300
FORT WASHINGTON
PA 19034-3232
United States
SUITE 300
FORT WASHINGTON
PA 19034-3232
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Monday - Friday
Phone
800-242-1421
Other Offices
254
Financials
Total AUM
$8.8B
Accounts
23,420Discretionary
$8.6B
Accounts
22,470Non-Discretionary
$211.8M
Accounts
950
Clients
Individual Clients
12,569AUM
$3.8B
HNW Individual Clients
3,042AUM
$4.6B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
87AUM
$100.2M
Charitable Organization Clients
23AUM
$29.5M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
119AUM
$208.1M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Felony ChargeOther Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.