|
⚲
|
| Keyboard |
| Capital Analysts LLC
✚
|
|
|---|---|
| CRD # | 162200 |
| SEC # | 801-74614 |
| CIK # | 0001624758 |
| AUM | 8,769.0 M (2026-04-27) |
| Employees | 679 (98% Investors, 97% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-242-1421 |
| Address | 601 Office Center Drive Fort Washington, PA 19034-3232 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| UAL Corp /DE/ | 0.1 | ||
| Vertex Pharmaceuticals Inc / Ma | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Corning Inc /NY | 0.0 | ||
| Texas Instruments Inc | 0.0 | ||
| Illinois Tool Works Inc | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,569 | 3.8 |
| (b) Individuals (high net worth individuals) | 3,042 | 4.6 |
| (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 | 87 | 0.1 |
| (h) Charitable organizations | 23 | 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 | 119 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 23,420 | 8.8 |
| By Discretionary | ||
| Discretionary | 22,470 | 8.6 |
| Non-Discretionary | 950 | 0.2 |
| Total | 23,420 | 8.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.8 | |
| Total | 23,420 | 8.8 |
| Limited Partners | 2011 - 2026 |
|---|---|
| New York City Employees' Retirement System |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001624758] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Clients | 57 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hornor Townsend & Kent LLC
✚
|
PA | 9,014.9 M |
|
Crossmark Global Investments Inc
✚
|
TX | 8,983.8 M |
|
Kingsview Wealth Management LLC
✚
|
OR | 8,957.1 M |
|
Key Investment Services LLC
✚
|
OH | 8,876.9 M |
|
Arkadios Wealth Advisors LLC
✚
|
GA | 8,789.8 M |
|
Hardman Johnston Global Advisors LLC
✚
|
CT | 8,767.8 M |
|
Forum Financial Management LP
✚
|
IL | 8,690.7 M |
|
Saturna Capital Corporation
✚
|
WA | 8,624.8 M |
|
Guided Choice Asset Management Inc
✚
|
NV | 8,549.6 M |
|
Mutual Advisors LLC
✚
|
NE | 8,545.4 M |