Capital Analysts, LLC
● SEC registered since 2012CRD 162200SEC# 801-74614Fort Washington, PA
Reg. AUM
$8.77B
Employees
679
Accounts
23,420
Location
Fort Washington, PA
Capital Analysts, LLC assets under management
Capital Analysts, LLC is an SEC-registered investment adviser based in Fort Washington, PA. The firm has been registered since 2012. It reports $8.8 billion in regulatory assets under management and employs 679 people.
Capital Analysts, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Charles Bueti Control | Executive Vice-President, Chief Operating Officer | Under 5% | 2026 |
| Daniel Sean Alexander Control | Executive Vice-President, Chief Business Development Officer | Under 5% | 2025 |
| Diane Mulherrin McCarthy Control | Elected Manager, Executive Vice President And Chief Financial Officer (treasurer) | Under 5% | 2022 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Capital Analysts, LLC manage?
Capital Analysts, LLC reports $8.8 billion in regulatory assets under management on its Form ADV.
How many employees does Capital Analysts, LLC have?
Capital Analysts, LLC reports 679 employees.
Where is Capital Analysts, LLC located?
Capital Analysts, LLC is based in Fort Washington, PA and has been SEC-registered since 2012.
Does Capital Analysts, LLC disclose fund performance?
Capital Analysts, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 601 Office Center Drive, Suite 300, Fort Washington, PA 19034-3232 |
| Phone | 800-242-1421 |
| Fax | 215-376-1057 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1624758 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$8.77B▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$8.77Bregulatory AUM
Discretionary $8.56BNon-discretionary $211.8M