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CAPITAL ANALYSTS
Legal name: CAPITAL ANALYSTS, LLC
CRD 162200File 801-74614
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.77B
Top 10% of cohort (national)
Discretionary AUM
$8.56B
Non-discretionary $211.8M
Clients
15,840
23,420 accounts
Employees
679
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 17, 2012
- Principal office
- 601 OFFICE CENTER DRIVE, SUITE 300, FORT WASHINGTON, PA, 19034-3232
- Phone
- 800-242-1421
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.77B
- Discretionary AUM
- $8.56B
- Non-discretionary AUM
- $211.8M
- Discretionary accounts
- 22,470
- Non-discretionary accounts
- 950
- Total accounts
- 23,420
- AUM per client
- $554K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 119 | $208.1M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | 23 | $29.5M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 3,042 | $4.61B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 87 | $100.2M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 12,569 | $3.82B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A2
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.