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Capital Analysts

Capital Analysts. CRD 162200

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CRD: 162200

Capital Analysts

Fort Washington, PA, 19034
8002421421
www.capitalanalysts.com
$8.8B Total AUM
$8.6B Disc. AUM
11.7% 3Y CAGR
679 Employees
15,897 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Pershing
Clients
Retail and Institutional
Platforms
--
Established Date
04-17-2012
Office Locations
276

Office Locations

1 East Broad Street Ste. 440 Bethlehem PA
100 Cross Keys Office Park Suite 100 Fairport NY
100 W. Main St. Ste. 412 Lansdale PA

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.

Team overview

48 AVG AGE
$13.1M AVG AUM / ADVISOR
$551.6K AVG AUM / CLIENT
7.5 yrs AVG TENURE
679 Employees
667 Advisory Reps
663 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Harbor crest Foundation Value summit

Client Personas

Vertex

Investment Themes

Frontier Oak north Optima Pioneer catalyst Foundation Atlas

Investment Vehicles

Harbor vector

Services

Pathway Vector Harbor Vector Ridge atlas Alpha Momentum

Owner & Executives

D

DANIEL SEAN ALEXANDER

Executive Vice President

CRD
--
Ownership
Less than 5%
(364) 866-3180
alpha.insight@fusioncapital.com
in linkedin.com/in/crest-pathway
ANTHONY CHARLES BUETI

ANTHONY CHARLES BUETI

CHIEF OPERATING OFFICER, Executive Vice President

CRD
#5876104
Ownership
Less than 5%
(277) 983-7863
frontier.meridian@wavecapital.com
in linkedin.com/in/timber-optima
O

Oak signal

Momentum insight vertex

CRD
#25856
Ownership
37.1%
(635) 402-5438
crest.frontier@northcapital.com
in linkedin.com/in/element-north

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Contacts

WILLIAM J ADELSBERGER

WILLIAM J ADELSBERGER

--

CRD
#3017990
(317) 500-4519
harbor.legacy@glaciercapital.com
in linkedin.com/in/matrix-capital
DON WESLEY ADWELL

DON WESLEY ADWELL

--

CRD
#5962234
(584) 444-3857
vital.beacon@quantumcapital.com
in linkedin.com/in/summit-alpha
S

Summit ridge

Legacy momentum

CRD
#84162
(267) 740-9869
legacy.element@vitalcapital.com
in linkedin.com/in/crest-capital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-22-2022
03-31-2023
11-25-2024
09-09-2025
04-27-2026
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

Total SMA Asset: $8,769,033,123

$8.8B Total SMA
Public Funds:
20.0%
Equity - Exchange:
21.6%
Municipal Bonds:
21.1%
Cash:
4.9%
Corporate - Investment Grade:
17.3%
U.S. Government/Agency:
15.1%
Asset class Assets Assets %
Public Funds $223,711,161 20.0%
Equity - Exchange $241,608,054 21.6%
Municipal Bonds $236,015,275 21.1%
Cash $54,809,234 4.9%
Corporate - Investment Grade $193,510,154 17.3%
U.S. Government/Agency $168,901,926 15.1%
Total $1,118,555,804 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
NORTH VERTEX VITAL RADIAL YV5OVUZFD WKOCO 6.34% $61,626,046
HORIZON PIONEER LEGACY BRIDGE SIGNAL YCYGPKNUL PXY 2.82% $54,433,187
FUSION FOCUS VALUE RIDGE QDAF05ADO SPRR 1.57% $58,710,424
PIONEER SIGNAL ELEMENT ELEMENT VALUE U2RIMTZZB VXA 11.15% $41,905,481
ALPHA MATRIX RADIAL CAPITAL DI9BVGZP4 OUGXA 4.30% $68,840,858
LEGACY RIDGE VERTEX FUSION OPTIMA 992NVI7Z5 UUP 1.52% $65,431,881
MOMENTUM ZENITH CREST PRIME CG3URE0CZ MOY 10.17% $106,534,553
SIGNAL FOUNDATION FOCUS VALUE ELEMENT F3C2BGJ4C MBTV 9.76% $97,492,765

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