Firm profile

ADDISON CAPITAL

CONSHOHOCKEN, PACRD 144853Latest ADV March 26, 2026

Addison Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Conshohocken, PA. Its latest Form ADV filing, dated March 26, 2026, reports $1.1B in regulatory assets under management, 4 employees, and 615 accounts.

Assets Under Management
$1.1B
Employees
4
Offices
--
Total Clients
285
Primary office
CONSHOHOCKEN, PA
20 ASH STREET, SUITE 330, CONSHOHOCKEN, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMichael A. Church
CCOSteven R. Benjamin

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 48.1% of total clients.
Top client categories% of clientsClients
1
HNWI
48.1%
137
2
Individuals
39.3%
112
3
Charitable
6.7%
19
4
Pension Plans
2.5%
7
5
Corporations
2.1%
6
Categories with <5 clients
Banking or thrift institutions<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of March 26, 2026
Discretionary73.3%
$823M
73% of total RAUM73.3%
Non-discretionary26.7%
$301M
27% of total RAUM26.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.1B
Total Accounts615
10Y AUM Change+$461M (+69.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee71:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.