Addison Capital

Addison Capital (CRD# 144853) is a financial advisory firm headquartered in Conshohocken, PA. They manage $626,987,454 in 462 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
20 Ash Street, Suite 330, Conshohocken, PA 19428
https://www.linkedin.com/company/229403/
By the Numbers
  • Total Assets Under Management
    627
    MILLION
  • Total Number of Accounts
    462
    ACCOUNTS
  • Average Account Value
    $1,357,116
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NH, NJ, NY, PA, TX

Financial Advisors at Addison Capital
Showing 1 - 3 of 3 top financial advisors.
1
Michael Church, financial advisor Philadelphia PA
Michael A. Church
CRD#: 4936122
Philadelphia, PA 19103

Michael Church (CRD# 4936122) is an Investment Advisor Representative working at Addison Capital in Philadelphia, PA and has over 13 years of experience in the finance industry.

2
Michael Durette, financial advisor Philadelphia PA
Michael J. Durette
CRD#: 4935253
1845 Walnut Street, 22nd Floor, Philadelphia, PA 19103

Michael Durette (CRD# 4935253) is an Investment Advisor Representative working at Addison Capital in Philadelphia, PA and has over 15 years of experience in the finance industry.

3
Charles Scavone, financial advisor Philadelphia PA
Charles A. Scavone
CRD#: 6680009
Philadelphia, PA 19103

Charles Scavone (CRD# 6680009) is an Investment Advisor Representative working at Addison Capital  and Nest Egg in Philadelphia, PA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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