Addison Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$539,392,981
Clients
249
Advisors
3
of 4 employees
About
Addison Capital provides investment supervisory services and financial consultations to a mix of individual and high‑net‑worth clients as well as institutional clients, including banks and thrift institutions, pension plans, trusts, and corporations. The firm offers portfolio development and monitoring, tailors asset allocations to client circumstances, and negotiates fixed consultation arrangements for certain financial‑institution clients.
The firm combines fundamental, technical, and cyclical analysis to build tailored portfolios, uses model portfolios and rebalancing software, and manages accounts on both discretionary and non‑discretionary bases. Addison Capital advises across a broad range of instruments — equities, fixed income, structured notes, and private investment funds — and conducts due diligence on private funds while leaving final investment decisions to clients.
Noteworthy aspects include formal affiliations with other financial businesses — an affiliated SEC‑registered adviser, a FINRA‑registered broker‑dealer, and an insurance affiliate — and the sponsorship of a private fund, each of which the firm discloses and manages through policies and solicitor disclosures. The firm has documented referral arrangements with a banking entity that holds a minority equity interest, reports material changes to those arrangements, is deemed to have custody for certain accounts via standing letters of authorization, and manages over $1.1 billion of assets with a relatively small advisory team, resulting in a high assets‑per‑advisor ratio.
Client services
Expertise
Fee options
Fixed consultation fees negotiated at time of contract signing
$0 - /:
Account minimum: $500,000 Minimum fee: Fixed consultation fees negotiated at time of contract signing
Main office
20 Ash Street, Suite 330
Conshohocken PA 19428
Advisors at this office
3
Most active in
California · Florida · New Hampshire · New Jersey · New York · Pennsylvania · South Carolina · Texas
Also doing business as
Addison Capital · Addison Capital Co. · Addison Capital, Inc. · Addison Capital, LLC · Michael A. Church
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Steven B
CFA®, Series 63
Conshohocken, PA
Addison Capital
Steven Benjamin is a CFA® charterholder with 20 years of industry experience. He is currently an executive vice president at Addison Capital and has prior experience with Nest Investments LLC and Revl Capital Group. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios and advises across a broad range of investment instruments.
Morgan F
Series 66
Conshohocken, PA
Addison Capital
Morgan Frees is a Series 66 licensed advisor at Addison Capital with five years of industry experience. Prior to joining Addison Capital in 2023, he held roles at JPMorgan Chase Bank NA and JPMorgan SECURITIES LLC. He also serves as Director and Wealth Advisor at Addison Capital. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios across a broad range of instruments, managing accounts on both discretionary and non-discretionary bases.
Michael C
Series 63, Series 65
Conshohocken, PA
Addison Capital
Michael Church is a financial advisor at Addison Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nest Investments BD LLC and Nest Investments LLC since 2016 and 2018, respectively. He is also the Managing Partner of Numismatic LLC, a role he dedicates approximately 16 hours per month to. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor portfolios across a broad range of asset classes, managing accounts on both discretionary and non-discretionary bases.
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