Capital Analysts LLC

EST. AUM
$8,769,033,123

CONTACTS
4

CLIENT ACCOUNTS
23,420

Firm Details

Metro area Philadelphia
CRD Number 162200
Website capitalanalysts.com
Client types

Overview

Capital Analysts, LLC is an SEC registered investment adviser providing investment advisory services across the United States through a network of independent contractors known as Advisors. These Advisors, although not employees, are contracted to deliver the services of Capital Analysts. The compensation received by Capital Analysts, its affiliates, and Advisors for recommended investments and related services may lead to financial and other conflicts of interest, detailed further in their brochure. Established in 2012, Capital Analysts is owned by Lincoln Investment Capital Holdings, LLC, a Delaware-based limited liability company. It operates alongside Lincoln Investment Planning, LLC, a broker-dealer and registered investment adviser under common ownership with Capital Analysts. The Lincoln Investment Companies offer varying advisory offerings and pricing structures.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Capital Analysts LLC

Platform Details

Investment Preferences

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