Capital Analysts Incorporated

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Assets, Funds, Holdings

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Capital Analysts Incorporated
CRD #5478
SEC #801-9678
CIK #0001624758
AUM
Employees
Phone610-995-1512
Address3 Radnor Corporate Center
Radnor, PA 19087
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
4.03.22.41.60.80.01999200720152024
Sector Form 13F Holdings Value ($M)
iShares Bitcoin Trust 0.2
Advanced Micro Devices Inc 0.1
UNUM Group 0.1
Cintas Corp 0.1
Cognizant Technology Solutions Corp 0.1
Simon Property Group Inc /DE/ 0.1
Norfolk Southern Corp 0.1
US Bancorp de 0.1
Vicor Corp 0.1
Altria Group Inc 0.1
View All
Holdings by Sector ($M)
17001360102068034002012201620212026
AUM Breakdown Accounts AUM ($B)
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
EDGAR Form CIK 2011 - 2025
13F-HR [0001624758]
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