Lansdale, PA Office
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Capital Analysts
Multi-team
Firm-wide stats for Capital Analysts
About
Capital Analysts serves a broad client base that includes individual and high‑net‑worth investors, employer‑sponsored retirement plans, trusts, foundations, charitable organizations and corporate clients, and it also works with trust companies and third‑party advisers. The firm delivers discretionary and non‑discretionary portfolio management through both wrap and non‑wrap programs, advisor‑managed model and custom portfolios, access to third‑party managers, and ERISA retirement plan advisory services.
Investment decisions for Capital Analysts’ managed programs are driven by an in‑house Investment Management & Research (IM&R) team that operates discretionary CAAMS model portfolios and uses a proprietary mutual‑fund screening process called CAPSL; advisors may provide client consultation, custom portfolios or select third‑party managers depending on the engagement. The firm describes its fiduciary role for advisory accounts, offers automated rebalancing and tax‑aware or managed‑volatility options, and differentiates between full and limited discretionary authority in client agreements.
Compared with many enterprise peers, Capital Analysts highlights several less common arrangements: a close affiliation with Lincoln Investment and detailed custodial and revenue‑sharing agreements with Pershing/BNY that affect sweep products and share‑class selection, and a firm model in which many independent advisors may offer outside business activities — including real estate and insurance — alongside advisory services. The firm manages roughly $8.8 billion through a network of several hundred advisors and frames financial and life planning as advisor‑provided consultation “as requested” rather than a separately packaged, firm‑wide financial planning product.
Based on Capital Analysts
Location
100 W. Main St., Ste. 412
Lansdale PA 19446
Advisors at this office
3
Advisors at this office
Tyler M
CFP®, Series 66
Lansdale, PA
Capital Analysts
Tyler Mangum is a CFP® professional affiliated with Capital Analysts in Lansdale, PA, with 16 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009. Mangum is also a partner and co-founder of MC Capital Management, LLC, a financial services firm. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs. The firm’s investment decisions are guided by an in-house Investment Management & Research team and it maintains a close affiliation with Lincoln Investment.
Kevin C
Series 66
Lansdale, PA
Capital Analysts
Kevin Clark is a financial advisor with Capital Analysts, holding a Series 66 designation and 12 years of industry experience. He has worked at Lincoln Investment Planning since 2012 and has been affiliated with the University of Scranton since 2010. Outside of his advisory role, he is a co-founder and partner of MC Capital Management, LLC, a financial services business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, custom portfolios, and ERISA retirement plan advisory services, supported by an in-house investment management team that uses proprietary screening processes.
Paul D
Series 66
Lansdale, PA
Capital Analysts
Paul Dellamonica Jr. is a financial advisor with Capital Analysts, holding a Series 66 designation and 10 years of industry experience. He has been associated with Lincoln Investment since 2016 and also works as a mechanic at Delbar HVAC. Outside of his advisory role, he manages a rental property. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.
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