$1.1B Total AUM
$823.4M Disc. AUM
10.1% 3Y CAGR
4 Employees
285 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-27-2007
- Office Locations
- 1
Office Locations
20 ASH Street Suite 330 Conshohocken PA
About Addison Capital
Addison Capital is a Conshohocken-based RIA. The firm has been operating for 18 years. Managing $1.1B in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$374.7M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
5.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
Available
Custodian
Available
Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
STEVEN RICHARD BENJAMIN
Chief Compliance Officer, EVP, PARTNER
- CRD
- #4845229
- Ownership
- Less than 5%
Available
Available
Available
MICHAEL ALAN CHURCH
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4936122
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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MORGAN CARTER FREES
Director & Wealth Advisor
- CRD
- #7427561
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $823,440,778 | $1,343,297 |
| Non-Discretionary | $300,598,423 | $150,299,212 |
| Total | $1,124,039,201 | $1,827,706 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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