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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Analysts LLC
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| CRD # | 162200 |
| SEC # | 801-74614 |
| CIK # | 0001624758 |
| AUM | $8.7 B (2025-03-31) |
| Employees | 739 (98% Investors, 97% Brokers) |
| Phone | 800-242-1421 |
| Address | 601 Office Center Drive Fort Washington, PA 19034-3232 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
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| CIK | Period |
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| 0001624758 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 0.2 | ||
| Advanced Micro Devices Inc | 0.1 | ||
| UNUM Group | 0.1 | ||
| Cintas Corp | 0.1 | ||
| Cognizant Technology Solutions Corp | 0.1 | ||
| Simon Property Group Inc /DE/ | 0.1 | ||
| Norfolk Southern Corp | 0.1 | ||
| US Bancorp de | 0.1 | ||
| Vicor Corp | 0.1 | ||
| Altria Group Inc | 0.1 | ||
| Symantec Corp | 0.1 | ||
| Kimberly Clark Corp | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14,327 | 4.1 |
| (b) Individuals (high net worth individuals) | 3,095 | 4.3 |
| (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 | 106 | 0.1 |
| (h) Charitable organizations | 26 | 0.1 |
| (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 | 144 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 26,578 | 8.7 |
| By Discretionary | ||
| Discretionary | 25,621 | 8.5 |
| Non-Discretionary | 957 | 0.2 |
| Total | 26,578 | 8.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.7 | |
| Total | 26,578 | 8.7 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New York City Employees' Retirement System |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001624758] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Conrad Siegel Investment Advisors Inc
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PA | 9.0 |
|
Forum Financial Management LP
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|
IL | 9.0 |
|
Ferguson Wellman Capital Management Inc
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|
OR | 9.0 |
|
Parallel Advisors LLC
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|
CA | 8.7 |
|
Perigon Wealth Management LLC
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|
CA | 8.7 |
|
Advisory Services Network LLC
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|
GA | 8.6 |
|
DF Dent and Company Inc
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|
MD | 8.6 |
|
Crawford Investment Counsel Inc
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GA | 8.5 |
|
Mariner Independent Advisor Network LLC
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KS | 8.5 |
|
Saturna Capital Corporation
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WA | 8.4 |