Overview
- Headquarters
- Fort Washington, PA
- Total Firm Assets
- $8.8 billion
- Average High-Net-Worth Client Portfolio Size
- $1.5 million
- Stated Minimum Account Size
- $50,000
Fee Disclosure
Source: CAPITAL ANALYSTS, LLC FORM ADV PART 2A APPENDIX I BROCHURE (2025-08-13)
· View brochure text
Latest filing: CAPITAL ANALYSTS, LLC FORM ADV PART 2A APPENDIX I BROCHURE (2026-07-20)
· View brochure text
Latest filing: CAPITAL ANALYSTS, LLC FORM ADV PART 2A BROCHURE (2026-07-20)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.85% |
| $500,001 | $1,000,000 | 1.80% |
| $1,000,001 | $2,000,000 | 1.75% |
| $2,000,001 | and above | 1.70% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $18,250 | 1.82% |
| $5 million | $86,750 | 1.74% |
| $10 million | $171,750 | 1.72% |
| $50 million | $851,750 | 1.70% |
| $100 million | $1,701,750 | 1.70% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 52.63%
- Number of High-Net-Worth Clients
- 3,042
- Total Client Accounts
- 23,420
- Discretionary Accounts
- 22,470
- Non-Discretionary Accounts
- 950
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 162200
- CAPITAL ANALYSTS, LLC FORM ADV PART 2A APPENDIX I BROCHURE (2026-07-20) · View brochure text
- CAPITAL ANALYSTS, LLC FORM ADV PART 2A BROCHURE (2026-07-20) · View brochure text
- CAPITAL ANALYSTS, LLC FORM ADV PART 2A APPENDIX I BROCHURE (2025-08-13) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗