CAPITAL ANALYSTS, LLC
Legal name: CAPITAL ANALYSTS
CRD #162200 SEC #801-74614 FORT WASHINGTON, PA 800-242-1421
SEC Registered Disclosures
Total AUM
$8.7B
Discretionary
$8.5B
Employees
739
Clients
0
Accounts
26,578
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $8.7B | $8.5B | $207.8M | 739 | 57 |
| Aug 2025 | $8.7B | $8.5B | $207.8M | 739 | 57 |
| Mar 2025 | $8.7B | $8.5B | $207.8M | 739 | 57 |
| Nov 2024 | $7.1B | $6.9B | $198.3M | 705 | 74 |
| Nov 2024 | $7.1B | $6.9B | $198.3M | 705 | 74 |
| Apr 2024 | $7.1B | $6.9B | $198.3M | 705 | 74 |
| Mar 2024 | $7.1B | $6.9B | $198.3M | 705 | 74 |
| Feb 2024 | $6.3B | $6.1B | $147.8M | 682 | 36 |
| Mar 2023 | $6.3B | $6.1B | $147.8M | 682 | 36 |
| Nov 2022 | $7.1B | $6.6B | $481.6M | 682 | 94 |
| Aug 2022 | $7.1B | $6.6B | $481.6M | 682 | 94 |
| Aug 2022 | $7.1B | $6.6B | $481.6M | 682 | 94 |
| Aug 2022 | $7.1B | $6.6B | $481.6M | 682 | 94 |
| Apr 2022 | $7.1B | $6.6B | $481.6M | 682 | 94 |
| Mar 2022 | $7.1B | $6.6B | $481.6M | 682 | 94 |
| Feb 2022 | $6.1B | $5.6B | $491.1M | 671 | 331 |
| Jan 2022 | $6.1B | $5.6B | $491.1M | 671 | 331 |
| Nov 2021 | $6.1B | $5.6B | $491.1M | 671 | 331 |
| Mar 2021 | $6.1B | $5.6B | $491.1M | 671 | 331 |
| Jan 2021 | $5.7B | $5.1B | $551.9M | 650 | 565 |
| Sep 2020 | $5.7B | $5.1B | $551.9M | 650 | 565 |
| Jul 2020 | $5.7B | $5.1B | $551.9M | 650 | 565 |
| Jun 2020 | $5.7B | $5.1B | $551.9M | 650 | 565 |
| Mar 2020 | $5.7B | $5.1B | $551.9M | 650 | 565 |
| Sep 2019 | $4.4B | $4B | $425.2M | 571 | 631 |
| Mar 2019 | $4.4B | $4B | $425.2M | 571 | 631 |
| Oct 2018 | $4.8B | $4.3B | $494.5M | 534 | 542 |
| Mar 2018 | $4.8B | $4.3B | $494.5M | 534 | 542 |
| Sep 2017 | $3.8B | $3.6B | $228.5M | 475 | 13,000 |
| May 2017 | $3.8B | $3.6B | $228.5M | 475 | 13,000 |
| May 2017 | $3.8B | $3.6B | $228.5M | 475 | 13,000 |
| Mar 2017 | $3.8B | $3.6B | $228.5M | 475 | 13,000 |
| Mar 2017 | $3.4B | $3.3B | $144.9M | 423 | 11,400 |
| May 2016 | $3.4B | $3.3B | $144.9M | 423 | 11,400 |
| Mar 2016 | $3.4B | $3.3B | $144.9M | 423 | 11,400 |
| Jan 2016 | $3.4B | $3.3B | $99.7M | 339 | 11,000 |
| Oct 2015 | $3.4B | $3.3B | $99.7M | 339 | 11,000 |
| Sep 2015 | $3.4B | $3.3B | $99.7M | 339 | 11,000 |
| Aug 2015 | $3.4B | $3.3B | $99.7M | 339 | 11,000 |
| Aug 2015 | $3.4B | $1.8B | $1.5B | 339 | 11,000 |
| Mar 2015 | $3.4B | $1.8B | $1.5B | 339 | 11,000 |
| Dec 2014 | $3.2B | $1.5B | $1.8B | 224 | 9,000 |
| Mar 2014 | $3.2B | $1.5B | $1.8B | 224 | 9,000 |
| Apr 2013 | $2.8B | $1.1B | $1.8B | 220 | 6,300 |
| Apr 2013 | $2.8B | $1.1B | $1.8B | 220 | 6,300 |
| Apr 2013 | $2.8B | $1.1B | $1.8B | 220 | 6,300 |
| Jan 2013 | $2B | $800M | $1.2B | 220 | 0 |
| Dec 2012 | $2B | $800M | $1.2B | 220 | 0 |
| Dec 2012 | $2B | $800M | $1.2B | 220 | 0 |
| Nov 2012 | $2B | $800M | $1.2B | 220 | 0 |
| Nov 2012 | $2B | $800M | $1.2B | 220 | 0 |
| Oct 2012 | $2B | $800M | $1.2B | -- | 0 |
| Oct 2012 | $2B | $800M | $1.2B | -- | 0 |
| Sep 2012 | $2B | $800M | $1.2B | -- | 0 |
| Aug 2012 | $2B | $800M | $1.2B | -- | 0 |
| Jun 2012 | $2B | $800M | $1.2B | -- | 0 |
| Jun 2012 | $2B | $800M | $1.2B | -- | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
DateSep 2025
Total AUM$8.7B
Discretionary$8.5B
Non-Disc.$207.8M
Employees739
Clients57
DateAug 2025
Total AUM$8.7B
Discretionary$8.5B
Non-Disc.$207.8M
Employees739
Clients57
DateMar 2025
Total AUM$8.7B
Discretionary$8.5B
Non-Disc.$207.8M
Employees739
Clients57
DateNov 2024
Total AUM$7.1B
Discretionary$6.9B
Non-Disc.$198.3M
Employees705
Clients74
DateNov 2024
Total AUM$7.1B
Discretionary$6.9B
Non-Disc.$198.3M
Employees705
Clients74
DateApr 2024
Total AUM$7.1B
Discretionary$6.9B
Non-Disc.$198.3M
Employees705
Clients74
DateMar 2024
Total AUM$7.1B
Discretionary$6.9B
Non-Disc.$198.3M
Employees705
Clients74
DateFeb 2024
Total AUM$6.3B
Discretionary$6.1B
Non-Disc.$147.8M
Employees682
Clients36
DateMar 2023
Total AUM$6.3B
Discretionary$6.1B
Non-Disc.$147.8M
Employees682
Clients36
DateNov 2022
Total AUM$7.1B
Discretionary$6.6B
Non-Disc.$481.6M
Employees682
Clients94
DateAug 2022
Total AUM$7.1B
Discretionary$6.6B
Non-Disc.$481.6M
Employees682
Clients94
DateAug 2022
Total AUM$7.1B
Discretionary$6.6B
Non-Disc.$481.6M
Employees682
Clients94
DateAug 2022
Total AUM$7.1B
Discretionary$6.6B
Non-Disc.$481.6M
Employees682
Clients94
DateApr 2022
Total AUM$7.1B
Discretionary$6.6B
Non-Disc.$481.6M
Employees682
Clients94
DateMar 2022
Total AUM$7.1B
Discretionary$6.6B
Non-Disc.$481.6M
Employees682
Clients94
DateFeb 2022
Total AUM$6.1B
Discretionary$5.6B
Non-Disc.$491.1M
Employees671
Clients331
DateJan 2022
Total AUM$6.1B
Discretionary$5.6B
Non-Disc.$491.1M
Employees671
Clients331
DateNov 2021
Total AUM$6.1B
Discretionary$5.6B
Non-Disc.$491.1M
Employees671
Clients331
DateMar 2021
Total AUM$6.1B
Discretionary$5.6B
Non-Disc.$491.1M
Employees671
Clients331
DateJan 2021
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$551.9M
Employees650
Clients565
DateSep 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$551.9M
Employees650
Clients565
DateJul 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$551.9M
Employees650
Clients565
DateJun 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$551.9M
Employees650
Clients565
DateMar 2020
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$551.9M
Employees650
Clients565
DateSep 2019
Total AUM$4.4B
Discretionary$4B
Non-Disc.$425.2M
Employees571
Clients631
DateMar 2019
Total AUM$4.4B
Discretionary$4B
Non-Disc.$425.2M
Employees571
Clients631
DateOct 2018
Total AUM$4.8B
Discretionary$4.3B
Non-Disc.$494.5M
Employees534
Clients542
DateMar 2018
Total AUM$4.8B
Discretionary$4.3B
Non-Disc.$494.5M
Employees534
Clients542
DateSep 2017
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$228.5M
Employees475
Clients13,000
DateMay 2017
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$228.5M
Employees475
Clients13,000
DateMay 2017
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$228.5M
Employees475
Clients13,000
DateMar 2017
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$228.5M
Employees475
Clients13,000
DateMar 2017
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$144.9M
Employees423
Clients11,400
DateMay 2016
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$144.9M
Employees423
Clients11,400
DateMar 2016
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$144.9M
Employees423
Clients11,400
DateJan 2016
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$99.7M
Employees339
Clients11,000
DateOct 2015
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$99.7M
Employees339
Clients11,000
DateSep 2015
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$99.7M
Employees339
Clients11,000
DateAug 2015
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$99.7M
Employees339
Clients11,000
DateAug 2015
Total AUM$3.4B
Discretionary$1.8B
Non-Disc.$1.5B
Employees339
Clients11,000
DateMar 2015
Total AUM$3.4B
Discretionary$1.8B
Non-Disc.$1.5B
Employees339
Clients11,000
DateDec 2014
Total AUM$3.2B
Discretionary$1.5B
Non-Disc.$1.8B
Employees224
Clients9,000
DateMar 2014
Total AUM$3.2B
Discretionary$1.5B
Non-Disc.$1.8B
Employees224
Clients9,000
DateApr 2013
Total AUM$2.8B
Discretionary$1.1B
Non-Disc.$1.8B
Employees220
Clients6,300
DateApr 2013
Total AUM$2.8B
Discretionary$1.1B
Non-Disc.$1.8B
Employees220
Clients6,300
DateApr 2013
Total AUM$2.8B
Discretionary$1.1B
Non-Disc.$1.8B
Employees220
Clients6,300
DateJan 2013
Total AUM$2B
Discretionary$800M
Non-Disc.$1.2B
Employees220
Clients0
DateDec 2012
Total AUM$2B
Discretionary$800M
Non-Disc.$1.2B
Employees220
Clients0
DateDec 2012
Total AUM$2B
Discretionary$800M
Non-Disc.$1.2B
Employees220
Clients0
DateNov 2012
Total AUM$2B
Discretionary$800M
Non-Disc.$1.2B
Employees220
Clients0
DateNov 2012
Total AUM$2B
Discretionary$800M
Non-Disc.$1.2B
Employees220
Clients0
DateOct 2012
Total AUM$2B
Discretionary$800M
Non-Disc.$1.2B
Employees--
Clients0
DateOct 2012
Total AUM$2B
Discretionary$800M
Non-Disc.$1.2B
Employees--
Clients0
DateSep 2012
Total AUM$2B
Discretionary$800M
Non-Disc.$1.2B
Employees--
Clients0
DateAug 2012
Total AUM$2B
Discretionary$800M
Non-Disc.$1.2B
Employees--
Clients0
DateJun 2012
Total AUM$2B
Discretionary$800M
Non-Disc.$1.2B
Employees--
Clients0
DateJun 2012
Total AUM$2B
Discretionary$800M
Non-Disc.$1.2B
Employees--
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0