Capital Analysts, LLC
Capital Analysts, LLC is a registered investment adviser headquartered in Fort Washington, Pennsylvania. It operates as part of the Lincoln Investment family and serves independent financial professionals and their clients with a broad suite of comprehensive wealth management solutions, including investment advisory services, financial planning, and retirement plan consulting. The firm was founded in 2012 and employs approximately 739 professionals. Capital Analysts focuses on supporting individual and high net worth clients, as well as pension and profit sharing plans.
Investment Strategy
Capital Analysts provides comprehensive investment advisory services, primarily to individuals, high net worth individuals, and pension/profit sharing plans, through customized portfolios, advisor-managed model portfolios, and financial planning. The firm emphasizes personalized investment strategies by assessing client goals, risk tolerance, and investment horizon, employing both proprietary and third-party asset management programs, supporting independent financial professionals in delivering tailored wealth management solutions. Capital Analysts employs a client-first approach, ensuring financial transparency, and incorporates ERISA retirement plan advice for applicable clients. Since March 2016, it has focused on investing client assets into the lowest-cost mutual fund share classes available, aiming for best execution and fee optimization.
Top Holdings
Equity Positions (1,334)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 9.14% | $274.3M | 3,772,865 | $47.19 | $72.69 | +$31.4M |
I IVV | ISHARES TR | 4.25% | $127.5M | 205,354 | $320.60 | $620.90 | +$2.2M |
F FBND | FIDELITY MERRIMACK STR TR | 3.72% | $111.7M | 2,440,985 | $47.22 | $45.75 | +$10.4M |
I IEFA | ISHARES TR | 3.46% | $103.8M | 1,243,140 | $66.31 | $83.48 | +$1.0M |
M MSFT | MICROSOFT CORP | 2.03% | $60.9M | 122,518 | $203.43 | $497.41 | +$15.9M |