Overview
Assets Under Management: $747 million
Headquarters: CONSHOHOCKEN, PA
High-Net-Worth Clients: 128
Average Client Assets: $3 million
Frequently Asked Questions
ADDISON CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144853), ADDISON CAPITAL, LLC is subject to fiduciary duty under federal law.
ADDISON CAPITAL, LLC is headquartered in CONSHOHOCKEN, PA.
ADDISON CAPITAL, LLC serves 128 high-net-worth clients according to their SEC filing dated November 07, 2024. View client details ↓
According to their SEC Form ADV, ADDISON CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ADDISON CAPITAL, LLC manages $747 million in client assets according to their SEC filing dated November 07, 2024.
According to their SEC Form ADV, ADDISON CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 128
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 458
Discretionary Accounts: 448
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 144853
Last Filing Date: 2024-11-07 00:00:00
Website: https://addisoncapital.com