CAPITAL ANALYSTS, LLC
Doing business as CAPITAL ANALYSTS. SEC Form ADV profile.
Total regulatory AUM
$8,769,033,123
Discretionary
$8,557,268,484
Non-discretionary
$211,764,639
Firm details
- CRD number
- 162200
- SEC file number
- 801-74614
- Main office
- FORT WASHINGTON, PA, United States
- Employees
- 679
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.