Addison Capital, LLC
● SEC registered since 2007CRD 144853SEC# 801-68352Conshohocken, PA
Reg. AUM
$1.12B
Employees
4
Accounts
615
Location
Conshohocken, PA
Addison Capital, LLC assets under management
Addison Capital, LLC is an investment advisory firm registered with the SEC based in Conshohocken, PA. The firm has been registered since 2007. It reports $1.1 billion in regulatory assets under management and employs 4 people.
Addison Capital, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Addison Capital Holdings, LLC Control | Owner | Over 75% | 2023 |
| Michael Alan Church Control | Ceo | Under 5% | 2007 |
| Oceanfirst Financial Corp. | Shareholder | 10-25% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Addison Capital, LLC manage?
Addison Capital, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Addison Capital, LLC have?
Addison Capital, LLC reports 4 employees.
Where is Addison Capital, LLC located?
Addison Capital, LLC is based in Conshohocken, PA and has been SEC-registered since 2007.
Does Addison Capital, LLC disclose fund performance?
Addison Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 Ash Street, Suite 330, Conshohocken, PA 19428 |
| Phone | 215-563-6919 |
| Fax | 215-525-4424 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1581465 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.12B▲ 39%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$1.12Bregulatory AUM
Discretionary $823.4MNon-discretionary $300.6M