Cranford, NJ 31 South Ave W. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Capital Analysts
Multi-team
Firm-wide stats for Capital Analysts
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
Based on Capital Analysts
Location
31 South Ave W.
Cranford NJ 07016
Advisors at this office
3
Advisors at this office
Keith N
Series 63, Series 65
Cranford, NJ
Capital Analysts
Keith Nebel is a financial advisor with Capital Analysts and holds Series 63 and Series 65 credentials. He has 22 years of industry experience and has worked at Lincoln Investment Planning, Inc. since 2005. In addition to his advisory role, he serves as a lieutenant in the New York City Fire Department and sits on the board of directors for Lil’ Bravest, a charitable organization supporting children affected by cancer and other childhood diseases. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering portfolio management and advisor-managed solutions through a nationwide network. The firm delivers both discretionary and non-discretionary investment management supported by proprietary screening tools and maintains institutional relationships with major custodians and plan sponsors.
John F
Series 63, Series 66
Cranford, NJ
Capital Analysts
John Feeney is a financial advisor at Capital Analysts with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Lincoln Investment Planning, Axa Advisors, and Valic Financial Advisors. Additionally, he serves as a Group Relationship Manager at Bergin Agency, focusing on employer-sponsored retirement plans. Capital Analysts serves both retail and institutional clients, including high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and an in-house Investment Management & Research team.
Peter R
Series 66
Cranford, NJ
Capital Analysts
Peter Rodick is a financial advisor at Capital Analysts with five years of industry experience. He holds a Series 66 designation and has worked at Capital Analysts, Lincoln Investment, and Bergin Agency. Outside of advisory roles, he has experience assisting clients and managing branch operations at Bergin Agency. 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 through proprietary investment processes and third-party managers, operating a nationwide network of independent advisors and providing both discretionary and non-discretionary investment services.
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