Capital Analysts

Overview

Capital Analysts is an SEC registered investment adviser based in Fort Washington, PA, registered since 2012. It reports $8.8B in assets under management across 23,420 accounts, with 679 employees. It has 82 investment adviser representatives.

Reported AUM

$8.8B

Discretionary

98%

Accounts

23,420

Average account

$374K

Employees

679

Advisory reps

82

Registered since

2012

Jurisdictions

52

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

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

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 10

• Kathleen Kinslow Leckey Chief Executive Officer CRD 2447809
• Anthony Charles Bueti Executive Vice-President, Chief Operating Officer CRD 5876104
• Daniel Sean Alexander Executive Vice-President, Chief Business Development Officer CRD 4051341

7 more executive officers, with direct contact details

Advisory reps 3 of 82

• Glenn S Allan Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2355947
• Aaron Michael Alonzo Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2957273
• Mark Francis Andrews Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4925055

79 more advisory reps, with emails, phones and branch locations

Location

Headquarters

601 Office Center Dr Ste 300
Fort Washington, PA 19034

County

Montgomery

Metro area

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

Region

Northeast

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: capitalanalysts.com

Every state, with registration dates

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