Assets Under Management
$8.7B
Number of Clients
17,698
Number of Advisors
685
Average Client AUM
$492K
AUM per Advisor
$12.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capital Analysts, LLC is an SEC-registered investment adviser offering investment advisory services through a network of independent contractor advisors. Services include managed programs, advisor consulting, client custom portfolios, advisor-managed model portfolios, and third-party managed models. They also provide ERISA retirement plan advice.
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034-3232