Capital Analysts is an investment advisor in Fort Washington with $7.08 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Capital Analysts, Inc.
SEC CIK
IRS number
454846725
SEC advisor number
801-74614
FINRA CRD number
162200
AUM ?
$7.10 bn
(as of 18 Apr 24)
Accounts
22,363
(as of 18 Apr 24)
Employees
705
(704 investment advisory or research)
Address
Capital Analysts
601 OFFICE CENTER DRIVE
SUITE 300
FORT WASHINGTON
PA 19034
601 OFFICE CENTER DRIVE
SUITE 300
FORT WASHINGTON
PA 19034
Phone
8002421421
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Nov 21