SourcingSourcing

CAPITAL ANALYSTS, LLC

C27
CRD 162200·SEC 801-74614·FORT WASHINGTON, PA
AUM
$8.77B
$1B+
Est. Revenue
$87.7M
@ 1% on AUM
Est. EBITDA
$26.3M
@ 30% margin
Est. Deal Value
$210.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAPITAL ANALYSTS, LLC
CRD
162200
SEC file #
801-74614
EIN
454846725
DBA names
Capital Analysts

Economics

AUM
$8.77B
AUM band
$1B+
AUM trajectory
'20'26
$4.40B → $8.77B▲ +99%
Client mix
Individuals Other12,569
Individuals High Net Worth3,042
Corporations119
Pension Profit Sharing Plans87
Charitable Organizations23

Operations

Employees (total)
679
Advisory staff (per ADV)
667
Advisory staff (5-yr trend)
'20'26
566 advisors → 667 advisors▲ +18%
Primary office
FORT WASHINGTON PA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/27/2026
ADV-W filed at
—
Website
lincolninvestment.com

Compliance

Disclosures (firm)
6
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LINCOLN INVESTMENT CAPITAL
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
LINCOLN INVESTMENT CAPITAL
ALEXANDER, DANIEL, SEAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LINCOLNINVESTMENT.COM
Rdap Domain Creation Date
1996-07-11T04:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
6
Form 5500 Total Compensation
112,777
Form 5500 Compensation Trajectory 3y
2025104,019
20268,758
Form 5500 Plan Count Trajectory 3y
20255
20261
Schedule C Total Compensation
112,777
Schedule C Service Provider Rows
6

SEC EDGAR

Edgar Cik
0001624758
Edgar Registered
Yes
Edgar Filing Count
63
Edgar First Filing Date
2014-11-12
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
61
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001624758-26-000009
Edgar Former Names
Capital Analysts, Inc.

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
49
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Pershing7
E*trade4
Edgar Addresses
Mailing
601 OFFICE CENTER DRIVESUITE 300FORT WASHINGTON, PA 19034
Business
601 OFFICE CENTER DRIVESUITE 300FORT WASHINGTON, PA 19034
Edgar EIN
454846725
Edgar Recent Filings
13F-HR/A2026-05-15 · 0001624758-26-000009
13F-HR/A2026-05-15 · 0001624758-26-000008
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-07-10T04:00:00Z
Rdap Domain Last Changed
2026-05-11T06:20:28Z
Rdap Nameservers
Ns0.lincolninvestment.comNs1.lincolninvestment.comNs2.lincolninvestment.comNs3.lincolninvestment.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (60)

60
ALEXANDER, DANIEL, SEAN
Executive Officer · 2.5%
4051341
BUETI, ANTHONY, CHARLES
Executive Officer · 2.5%
5876104
ESTES, JASON, CHRISTOPHER
Executive Officer · 2.5%
7485210
FORST, EDWARD, Samuel
Executive Officer · 2.5%
708024
Leckey, Kathleen, Kinslow
Executive Officer · 2.5%
2447809
Mattson, Maureen, Ann
Executive Officer · 2.5%
5952728
McCarthy, Diane, Mulherrin
Executive Officer · 2.5%
4923328
BURA, KAREN, DOUGHERTY
Executive Officer · 2.5%
1666006
MEHROTRA, SHASHI
Executive Officer · 2.5%
2640875
OBERLIES, SUSAN, MARY
Executive Officer · 2.5%
3009149
GREGORY ELLIOT MIKOLAJCZAK
IAR
3173916
THOMAS JEFFREY FAULKNER
IAR
4408250
HALL, JEFFREY, RYAN
IAR
4836089
ROBERT W. PRYOR
IAR
6698092
ROBERT MICHAEL HOLUB
IAR
4645527
NICHOLAS CALAHAN TOWEY
IAR
6097249
TIMOTHY MCALOON
IAR
6290725
PRICE, CIARA, DANESE
IAR
5716356
TROY ARTHUR PRENGER
IAR
6189155
GARRETT MICHAEL GRAY
IAR
6422980
PAMELA SUSAN LEPORE
IAR
3210576
DAVID JOSEPH CONSTANTINO
IAR
6377990
Stephen Joseph McEntee
IAR
7487775
LARRY CORRAGON CLAYTON
IAR
2311569
CHRISTOPHER JOSEPH SURRICHIO
IAR
2473601
DANIEL JAMES THILL
IAR
1636327
THOMAS MICHAEL MCMANUS
IAR
2185929
RONALD JAY NATHAN
IAR
345158
Austin Brooks Willison
IAR
7097897
PATRICK JEFFREY FURNARI
IAR
1195211
WILLIAM J ADELSBERGER
IAR
3017990
WILLIAM PHILLIP TREMBLER
IAR
2279526
CHRISTOPHER EDWARD MURTHA
IAR
2735051
JAMES DAVID SMITH
IAR
4140140
GLENN STEWART ALLAN
IAR
2355947
MARK ALEX HEMPHILL
IAR
2691463
AARON MICHAEL ALONZO
IAR
2957273
Jeffrey Thaddeus Faller
IAR
7014866
THOMAS JOSEPH PRICE
IAR
1597751
BENJAMIN M WUERFFEL
IAR
5465832
HAROLD JEFFREY HILL
IAR
1647881
Peter Jonathon Rodick
IAR
7226442
CIULLA, MARK, ANTHONY
IAR
1655662
BRIAN MORAN
IAR
2193119
ALEXANDER JOHN RASKY
IAR
1514362
JEFFREY MATTHEW BANNON
IAR
5641433
Andrew Scott Cross
IAR
7079017
RICHARD PATTON SCHULTZ
IAR
2839687
Gordon Taylor Hill
IAR
7656732
EDWARD JOSEPH ZALAR
IAR
5803678
GERALD EUGENE BURHOP
IAR
1872428
ROBERT EUGENE CATES
IAR
1791883
WILLIAM CHARLES VOLIVA
IAR
2181217
COLLEEN KIT CALLAHAN
IAR
1792516
DAVID ARLEN FRIEDMAN
IAR
3218251
WAXMAN, NEIL, RAY
IAR
1219415
GABRIEL MACIAS
IAR
6297013
BENJAMIN C FAIR
IAR
3145566
MICHAEL PHILIP JORDAN
IAR
2605063
LYNN SCHREIBER KAPLAN
IAR
867312