CAPITAL ANALYSTS, INCORPORATED
Legal name: CAPITAL ANALYSTS INCORPORATED
CRD #5478 SEC #801-9678 CINCINNATI, OH 513-361-8700
SEC Registered Broker-Dealer Disclosures
Total AUM
$2.1B
Discretionary
$800M
Employees
251
Clients
251
Accounts
8,136
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $2.1B | $800M | $1.3B | 251 | 9,000 |
| May 2012 | $2.1B | $800M | $1.3B | 251 | 9,000 |
| Apr 2012 | $2.1B | $800M | $1.3B | 251 | 9,000 |
| Mar 2012 | $2.1B | $800M | $1.3B | 251 | 9,000 |
| May 2011 | $1.9B | $724.2M | $1.1B | 251 | -- |
| Apr 2011 | $1.8B | $695.1M | $1.1B | 251 | -- |
| Mar 2011 | $1.8B | $695.1M | $1.1B | 251 | -- |
| Apr 2010 | $2.1B | $666M | $1.5B | 251 | -- |
| Sep 2009 | $1.6B | $532M | $1.1B | 251 | -- |
| Sep 2009 | $1.6B | $532M | $1.1B | 251 | -- |
| Jun 2009 | $1.6B | $532M | $1.1B | 251 | -- |
| Oct 2007 | $3.3B | $417M | $2.9B | 251 | -- |
| Aug 2007 | $3.3B | $417M | $2.9B | 251 | -- |
| Mar 2007 | $3.3B | $417M | $2.9B | 251 | -- |
| Dec 2006 | $2.5B | $279.5M | $2.3B | -- | -- |
| Feb 2006 | $1.9B | $159.4M | $1.7B | -- | -- |
| Feb 2006 | $1.9B | $159.4M | $1.7B | -- | -- |
| Jan 2006 | $1.9B | $159.4M | $1.7B | -- | -- |
| Dec 2005 | $1.9B | $159.4M | $1.7B | -- | -- |
| Nov 2005 | $1.9B | $159.4M | $1.7B | -- | -- |
| Jul 2004 | $1.9B | $201.7M | $1.6B | -- | -- |
| Mar 2004 | $1.9B | $201.7M | $1.6B | -- | -- |
| Apr 2002 | $738.6M | $4.6M | $734M | -- | -- |
| Mar 2002 | $738.6M | $4.6M | $734M | -- | -- |
DateJun 2012
Total AUM$2.1B
Discretionary$800M
Non-Disc.$1.3B
Employees251
Clients9,000
DateMay 2012
Total AUM$2.1B
Discretionary$800M
Non-Disc.$1.3B
Employees251
Clients9,000
DateApr 2012
Total AUM$2.1B
Discretionary$800M
Non-Disc.$1.3B
Employees251
Clients9,000
DateMar 2012
Total AUM$2.1B
Discretionary$800M
Non-Disc.$1.3B
Employees251
Clients9,000
DateMay 2011
Total AUM$1.9B
Discretionary$724.2M
Non-Disc.$1.1B
Employees251
Clients--
DateApr 2011
Total AUM$1.8B
Discretionary$695.1M
Non-Disc.$1.1B
Employees251
Clients--
DateMar 2011
Total AUM$1.8B
Discretionary$695.1M
Non-Disc.$1.1B
Employees251
Clients--
DateApr 2010
Total AUM$2.1B
Discretionary$666M
Non-Disc.$1.5B
Employees251
Clients--
DateSep 2009
Total AUM$1.6B
Discretionary$532M
Non-Disc.$1.1B
Employees251
Clients--
DateSep 2009
Total AUM$1.6B
Discretionary$532M
Non-Disc.$1.1B
Employees251
Clients--
DateJun 2009
Total AUM$1.6B
Discretionary$532M
Non-Disc.$1.1B
Employees251
Clients--
DateOct 2007
Total AUM$3.3B
Discretionary$417M
Non-Disc.$2.9B
Employees251
Clients--
DateAug 2007
Total AUM$3.3B
Discretionary$417M
Non-Disc.$2.9B
Employees251
Clients--
DateMar 2007
Total AUM$3.3B
Discretionary$417M
Non-Disc.$2.9B
Employees251
Clients--
DateDec 2006
Total AUM$2.5B
Discretionary$279.5M
Non-Disc.$2.3B
Employees--
Clients--
DateFeb 2006
Total AUM$1.9B
Discretionary$159.4M
Non-Disc.$1.7B
Employees--
Clients--
DateFeb 2006
Total AUM$1.9B
Discretionary$159.4M
Non-Disc.$1.7B
Employees--
Clients--
DateJan 2006
Total AUM$1.9B
Discretionary$159.4M
Non-Disc.$1.7B
Employees--
Clients--
DateDec 2005
Total AUM$1.9B
Discretionary$159.4M
Non-Disc.$1.7B
Employees--
Clients--
DateNov 2005
Total AUM$1.9B
Discretionary$159.4M
Non-Disc.$1.7B
Employees--
Clients--
DateJul 2004
Total AUM$1.9B
Discretionary$201.7M
Non-Disc.$1.6B
Employees--
Clients--
DateMar 2004
Total AUM$1.9B
Discretionary$201.7M
Non-Disc.$1.6B
Employees--
Clients--
DateApr 2002
Total AUM$738.6M
Discretionary$4.6M
Non-Disc.$734M
Employees--
Clients--
DateMar 2002
Total AUM$738.6M
Discretionary$4.6M
Non-Disc.$734M
Employees--
Clients--