ADDISON CAPITAL

RIASEC RegisteredEst. 2007

Total AUM

$1.1B

Discretionary

$823M

73% of AUM

Avg account

$1.8M

Accounts

615

Employees

Advisory reps

Firm details

Headquarters: CONSHOHOCKEN, Pennsylvania
CRD number: 144853
Registered since: September 27, 2007
Website: www.addisoncapitalpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI45.19%
Banking / Thrift Institutions26.74%
State / Municipal Government12.97%
Charitable Organizations5.13%
Pension & Profit Sharing Plans4.91%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Addison Capital is an LLC that has been SEC-registered since 2007 and is organized and operated as a private equity fund while serving both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutional clients, and it also offers selection-of-other-advisers services. Its fee model combines percentage-of-AUM charges with fixed fees. Addison Capital maintains relationships across the financial ecosystem — including affiliations with a broker-dealer, an insurance company and other investment advisers — and can act as sponsor, general partner or managing member of pooled investment vehicles. It does not identify as an active ESG investor and is not structured as a multi-state adviser.