RIA Intel›Advisers›Pennsylvania›CAPITAL ANALYSTS, LLC

CAPITAL ANALYSTS, LLC

Advisory

N·FORT WASHINGTON, PA

Data as of Jul 20, 2026 · Source: SEC Form ADV

Total AUM

$8.8B

1-Year AUM Growth

+12.9%

3-Year CAGR

+5.3%

Employees

667

Assets Under Management

Total AUM$8.8B

Discretionary AUM$8.6B

Non-Discretionary AUM$212M

Discretionary %97.6%

Total Clients17,698

Team

Total Employees667

Investment Advisers679

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record56

First FilingMar 14, 2012

Latest FilingJul 20, 2026

🔒 Full AUM trend chart and 56 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CAPITAL ANALYSTS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.