Addison Capital
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 144853
- Registered since
- September 27, 2007
- 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
FINTRXOverview
Addison Capital operates as a limited liability company that has been SEC-registered since 2007 and is organized as a private equity fund. Its client base includes individuals and families as well as institutional clients. The firm charges a mix of percentage-of-AUM and fixed fees and provides financial planning plus portfolio management for individuals, small businesses, and institutional entities. Addison Capital also engages in selecting other advisers, and its organizational ties include relationships with broker-dealers, other investment advisers, an insurance company, and roles as sponsor/GP/managing member of pooled investment vehicles. The adviser is not marked as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- US Government Bonds23%
- Cash & Cash Equivalents14%
- Investment Grade Corp Bonds7%
- Other6%
Owners & executives
1 of 1
Michael Church
Founder and CEOCRD 4936122
Contacts
2 of 2
Morgan Frees
Director, Wealth AdvisorCRD 7427561
Steven Benjamin
PartnerCRD 4845229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$424M in ETFs
79%
$333M
19%
$90.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $54.3M | 72,741 | 12.82% |
Location
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 20 Ash St
- Time zone
- ET (UTC-5)
- Office locations
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