Firm profile

ALDEN CAPITAL

WAYNE, PACRD 293551Latest ADV March 26, 2026

Alden Capital is an SEC registered investment adviser organized as a corporation with a primary office location in Wayne, PA. Its latest Form ADV filing, dated March 26, 2026, reports $1.5B in regulatory assets under management, 23 employees, 3 offices, and 2,551 accounts.

Assets Under Management
$1.5B
Employees
23
Offices
3 offices
Total Clients
2,552
Primary office
WAYNE, PA
37 WEST AVE, SUITE 301, WAYNE, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOLee A. Calfo
CCOKaren M. Van Horn
CCOKenneth R. Smith

Advisory services offered

4 types reported
Other advisory 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 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 90.9% of total clients.
Top client categories% of clientsClients
1
Individuals
90.9%
2,321
2
HNWI
7.2%
183
3
401K
1.8%
47
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.5Bas of March 26, 2026
Discretionary54.3%
$823M
54% of total RAUM54.3%
Non-discretionary45.7%
$692M
46% of total RAUM45.7%
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$1.5B
Total Accounts2,551
10Y AUM Change+$1.5B

Employee Growth by Quarter

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

Total Employees23
Clients per Employee111:1
10Y Employee Change+20 (+666.7%)

* 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.