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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-17-2012
- Office Locations
- 281
Office Locations
About Capital Analysts
Capital Analysts (CA), a Lincoln Investment company, is an RIA that partners with independent financial professionals serving affluent clients. The firm delivers a turnkey wealth management platform combining personalized support, advanced technology, and independent proprietary research, with access to a broad menu of wealth management products and services. Pershing is a primary custodian; portfolios commonly use public funds and ETFs.
Reported data analysis
What the numbers show
Between September 9, 2025 and July 20, 2026, reported AUM increased 0.6%, from $8.7B to $8.8B.
Across 5 reported observations, AUM increased 23.9% between November 22, 2022 and July 20, 2026, from $7.1B to $8.8B.
Of the latest reported AUM, 97.6% is discretionary and 2.4% is non-discretionary.
The firm reports 667 advisory representatives and 15,897 clients, or 23.8 clients per representative. That equates to $551.6K in reported AUM per client.
The profile lists 281 reported office locations and 14 years in operation. The source data was last updated on July 20, 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
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DANIEL SEAN ALEXANDER
Executive Vice President
- CRD
- --
- Ownership
- Less than 5%
ANTHONY CHARLES BUETI
CHIEF OPERATING OFFICER, Executive Vice President
- CRD
- #5876104
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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WILLIAM J ADELSBERGER
--
- CRD
- #3017990
DON WESLEY ADWELL
--
- CRD
- #5962234
Showing 2 of 637 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,557,268,484 | $380,831 |
| Non-Discretionary | $211,764,639 | $222,910 |
| Total | $8,769,033,123 | $374,425 |
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Separately Managed Accounts
SMA allocation detail is available
Capital Analysts has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Capital Analysts's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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