Investment adviser · CRD 144853
ADDISON CAPITAL
Investment adviser filing (IA)
ADDISON CAPITAL, LLC
CONSHOHOCKEN, PA, United States · Form ADV filed Aug 14, 2026
- Regulatory AUM
- $1.12B Form ADV · Item 5.F
- Client accounts
- 615 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 137 | $507,966,114 | 45.2% |
| Banks & thrifts | Fewer than 5 | $300,598,423 | 26.7% |
| Government entities | Fewer than 5 | $145,840,933 | 13.0% |
| Charities | 19 | $57,695,076 | 5.1% |
| Retirement plans | 7 | $55,141,714 | 4.9% |
| Individuals | 112 | $31,426,867 | 2.8% |
| Corporations & businesses | 6 | $25,370,074 | 2.3% |
Filing source
Form ADV 2126131 · Aug 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
20 ASH STREET, SUITE 330CONSHOHOCKEN, PA, 19428, United States
CRD 144853
Filing source
Form ADV 2126131 · Aug 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.