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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-27-2007
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 25, 2025 and August 14, 2026, reported AUM increased 39.1%, from $808.0M to $1.1B.
Across 5 reported observations, AUM increased 37.9% between November 4, 2022 and August 14, 2026, from $815.2M to $1.1B.
Of the latest reported AUM, 73.3% is discretionary and 26.7% is non-discretionary.
The firm reports 3 advisory representatives and 285 clients, or 95 clients per representative. That equates to $3.9M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on August 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Addison Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN RICHARD BENJAMIN
Chief Compliance Officer, EVP, PARTNER
- CRD
- #4845229
- Ownership
- Less than 5%
MICHAEL ALAN CHURCH
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4936122
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MORGAN CARTER FREES
Director & Wealth Advisor
- CRD
- #7427561
Showing 1 of 3 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Addison Capital has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Addison Capital's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.