| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Charles Bueti | Senior Vice President, Operations & Service | Under 5% | 2023 |
| Diane Mulherrin McCarthy Control | Elected Manager, Executive Vice President And Chief Financial Officer (treasurer) | Under 5% | 2022 |
| Edward Samuel Jr Forst Control | Elected Manager | Under 5% | 2017 |
Capital Analysts, LLC reports $8.7 billion in regulatory assets under management on its Form ADV.
Capital Analysts, LLC reports 739 employees.
Capital Analysts, LLC is based in Fort Washington, PA and has been SEC-registered since 2012.
Capital Analysts, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $8.51B |
| Non-discretionary | $207.8M |
| Total (RAUM) | $8.71B |