Cabot, AR West Main Office

Team
Updated today
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Capital Analysts

Multi-team

Firm-wide stats for Capital Analysts

Total advisors

51

Across 251 offices

Clients per advisor

306 Very High

Avg AUM per client

$540,083 Typical

HNW client ratio

19% Typical

About

Capital Analysts serves a mix of retail and institutional clients — including individual and high‑net‑worth investors, trusts, foundations, businesses and charitable organizations — and provides portfolio management, advisor‑managed custom and model portfolios, access to third‑party managers, and ERISA/403(b) retirement‑plan advice. The firm delivers these services through a nationwide network of independent advisor representatives and firm‑managed CAAMS programs.

Investment management is delivered both on a discretionary basis by an in‑house Investment Management & Research (IM&R) team and on a non‑discretionary basis via advisors and third‑party managers; the IM&R team uses a proprietary mutual‑fund screening process called CAPSL to build mutual fund, ETF and equity model portfolios and offers tax‑aware and rebalancing options. Capital Analysts also serves as co‑adviser or promoter for third‑party managers and states its fiduciary obligations for retirement and tax‑advantaged accounts.

What is noteworthy in the brochure is the firm’s integration with Lincoln Investment and its institutional relationships with Pershing/BNY, which support its sweep products (including Dreyfus bank‑deposit and government cash sweep arrangements) and are the subject of detailed revenue‑sharing and conflict‑of‑interest disclosures. The firm also highlights institutional work with plan sponsors (including school districts and 403(b) arrangements and registration with CalSTRS), relationships with other investment advisers and trust companies, and a disclosed 2018 SEC settlement and client refunds related to mutual‑fund share‑class selection.

Based on Capital Analysts

Expertise

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management

Based on Capital Analysts

Location

2391 West Main, Suite B

Cabot AR 72023

Advisors at this office

2

Advisors at this office

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Angel D

Series 63, Series 66

Cabot, AR

Capital Analysts

Angel Duncan is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Capital Analysts, Duncan worked at Anchorpoint Financial, Lincoln Investment, Cincinnati Analysts, Inc., and Wells Fargo Clearing. Outside of advising, Duncan is a commissioned notary public. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a national network of independent advisors. The firm provides both discretionary investment management via an in-house team and non-discretionary services through advisors and third-party managers, utilizing proprietary screening processes for portfolio construction.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Ryan B

CFP®, Series 66

Cabot, AR

Capital Analysts

Ryan Boyd is a financial advisor at Capital Analysts with 25 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Cincinnati Analysts, Inc. and Lincoln Investment. Outside of his advisory role, he serves on the board of Fellowship Missions, focusing on partnerships with churches for mission work, and is a director on the Walton College Alumni Society Board of Directors. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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