Capital Analysts
Fort Washington, PA·SEC-registered · CRD #162200
Capital Analysts is an SEC-registered investment advisory firm in Fort Washington, PA managing $8.8B across 24k client accounts, with 667 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$8.8B
Client accounts
24k
Advisory staff
667
Fee model
Fee-based
How Capital Analysts is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Capital Analysts
How much does Capital Analysts manage?
Per its most recent SEC Form ADV filing (04/27/2026), Capital Analysts reports $8.8B in regulatory assets under management across roughly 24k client accounts.
How does Capital Analysts charge?
Capital Analysts is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Capital Analysts a fiduciary?
Yes. Capital Analysts is registered with the U.S. Securities and Exchange Commission (CRD #162200), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Capital Analysts taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Capital Analysts and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Capital Analysts's public SEC Form ADV filing (CRD #162200, filed 04/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Capital Analysts. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Capital Analysts? Claim this profile.