Addison Capital

Overview

Addison Capital is an SEC registered investment adviser based in Conshohocken, PA, registered since 2007. It reports $1.1B in assets under management across 615 accounts, with 4 employees. It has 3 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

73%

Accounts

615

Average account

$1.8M

Employees

4

Advisory reps

3

Registered since

2007

Jurisdictions

8

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Michael Alan Church Chief Executive Officer CRD 4936122
• Steven Richard Benjamin Chief Compliance Officer, Executive Vice President, Partner CRD 4845229

Advisory reps 3 of 3

• Steven Richard Benjamin Registered Rep · Investment Adviser Rep CRD 4845229
• Michael Alan Church Registered Rep · Investment Adviser Rep CRD 4936122
• Morgan Carter Frees Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7427561

Location

Headquarters

20 Ash St Ste 330
Conshohocken, PA 19428

County

Montgomery

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: addisoncapital.com

Every state, with registration dates

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