Capital Analysts Incorporated
- Assets, Funds, Holdings
| Capital Analysts Incorporated
|
| CRD # | 5478 |
| SEC # | 801-9678 |
| CIK # | 0001624758 |
| AUM |
|
| Employees |
|
| Phone | 610-995-1512 |
| Address | 3 Radnor Corporate Center
Radnor, PA 19087 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($BB)
|
|
|
| Sector |
Form 13F Holdings |
Cap ($MM) |
Value ($MM) |
|
MSFT
|
1,918,222.4 |
0.0 |
|
AAPL
|
2,382,844.0 |
0.0 |
|
COP
|
123,162.3 |
0.0 |
|
PG
|
338,108.9 |
0.0 |
|
GS
|
102,858.9 |
0.0 |
|
RTX
|
139,471.0 |
0.0 |
| |
| |
| |
| |
| |
| Holdings by Sector ($MM) |
|
|
| AUM Breakdown |
Accounts |
AUM ($BB) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
0
|
0.0 |
| (b) Individuals (high net worth individuals) |
0
|
0.0 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
2,204 |
1.2 |
| By Discretionary |
| Discretionary |
4 |
0.0 |
| Non-Discretionary |
2,200 |
1.2 |
| Total |
2,204 |
1.2 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1.2 |
| Total |
2,204 |
1.2 |
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