Jacksonville, FL Baymeadws Way West Office
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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
8160 Baymeadws Way West, Suite 310
Jacksonville FL 32256
Advisors at this office
3
Advisors at this office
Benjamin W
Series 66
Jacksonville, FL
Capital Analysts
Benjamin Wuerffel is a financial advisor with Capital Analysts in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. He has been associated with multiple firms, including Lincoln Investment since 2012 and Krier Wealth Management since 2009. Outside of his advisory work, he serves on the board of the BlueClaws Baseball Foundation and is president of the Cornerstone Study Group, a professional development organization. Capital Analysts serves retail and institutional clients such as high-net-worth individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management, leveraging a proprietary mutual-fund screening process and partnerships with third-party managers, while providing retirement-plan advice through a nationwide network of independent advisors.
Clayton T
Series 63, Series 66
Jacksonville, FL
Capital Analysts
Clayton Thompson is a financial advisor with Capital Analysts in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Lincoln Investment Planning, Charles Schwab, and Fidelity. Thompson also serves as a class coordinator for Financial Peace University, facilitating budgeting and debt management classes. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, and charitable organizations, offering portfolio management and retirement-plan advice. The firm uses a proprietary mutual-fund screening process and delivers investment management through both discretionary and non-discretionary models via an in-house team and third-party managers.
Joseph S
Series 66
Jacksonville, FL
Capital Analysts
Joseph Steward is a financial advisor at Capital Analysts in Jacksonville, FL, holding a Series 66 license with nine years of industry experience. His prior roles include positions at Lincoln Investment and Fidelity Investments. Outside of his advisory duties, Steward coordinates Financial Peace University classes based on Dave Ramsey’s budgeting and debt management program. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and institutions, offering portfolio management through a combination of in-house investment research and third-party managers. The firm supports both discretionary and non-discretionary strategies and provides specialized retirement plan advice.
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