Capital Analysts
Firm details
- Headquarters
- Fort Washington, Pennsylvania
- CRD number
- 162200
- Registered since
- April 17, 2012
- Website
- www.capitalanalysts.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI52.63%
- Individuals43.52%
- Corporations / Businesses2.37%
- Pension & Profit Sharing Plans1.14%
- Charitable Organizations0.34%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Capital Analysts is an independent registered investment adviser organized as an LLC and registered with the SEC in 2012. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM and fixed fees. Its primary advisory services include portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting. The firm reports being an active ESG investor and maintains a set of industry affiliations that include broker-dealers, accounting and law firms, insurance companies and real estate brokers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities16%
- State & Local Bonds2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 21
Ciara Price
Partner & Chief Operating OfficerCRD 5716356
Deborah George
Chief Operations OfficerCRD 4383646
Jesse Smith
Chief Operations OfficerCRD 6284279
Contacts
3 of 595Jeffrey Bannon
AssociateCRD 5641433
Douglas Rucki
Financial RepresentativeCRD 5652181
Christian Sulmasy
Owner / Financial AdvisorCRD 5669572
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,065Active vs passive
$4.4B in ETFs
49%
$2.2B
28%
$2.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $352M | 4,003,540 | 8.01% |
Location
Fort Washington, PA
Montgomery
Location
Fort Washington, PA
Headquartered in Fort Washington, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 601 Office Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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