FORT WASHINGTON, PACRD 162200Latest ADV April 27, 2026
Capital Analysts is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Washington, PA. Its latest Form ADV filing, dated April 27, 2026, reports $8.8B in regulatory assets under management, 679 employees, 254 offices, and 23,420 accounts.
Assets Under Management
$8.8B
Employees
679
Offices
254 offices
Total Clients
15,840
Primary office
FORT WASHINGTON, PA
601 OFFICE CENTER DRIVE, SUITE 300, FORT WASHINGTON, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.3% of total clients.
Top client categories% of clientsClients
1
Individuals
79.3%
12,569
2
HNWI
19.2%
3,042
3
Corporations
0.8%
119
4
Pension Plans
0.5%
87
5
Charitable
0.1%
23
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.8Bas of April 27, 2026
Discretionary97.6%
$8.6B
98% of total RAUM97.6%
Non-discretionary2.4%
$212M
2% of total RAUM2.4%
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.
Total AUM$8.8B
Total Accounts23,420
10Y AUM Change+$5.0B (+129.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees679
Clients per Employee23:1
10Y Employee Change+204 (+42.9%)
* 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.