Newtown Square, 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
90 S Newtown Street Rd, Suite 5
Newtown Square PA 19073
Advisors at this office
4
Advisors at this office
Donal M
Series 63
Newtown Square, PA
Capital Analysts
Donal Mcguire is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. Mcguire previously wrote life insurance policies with Midland Life but ceased after identifying contractual inconsistencies with Lincoln. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, employing an in-house investment management team and proprietary screening processes while maintaining affiliations with Lincoln Investment and Pershing/BNY.
Liam M
Series 66
Newtown Square, PA
Capital Analysts
Liam Mc Guire is a financial advisor at Capital Analysts with a Series 66 designation and two years of industry experience. His work history includes roles at Capital Analysts and Lincoln Investment, alongside five years at Azie Media. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party managers, and ERISA retirement plan advisory services, supported by an in-house investment management and research team.
Emily M
Series 66, Series 63
Newtown Square, PA
Capital Analysts
Emily Mc Guire is a financial advisor at Capital Analysts with three years of industry experience. She holds Series 66 and Series 63 licenses. Her work history includes roles at Lincoln Investment, Northwestern Mutual, and The Vanguard Group. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management and research team that utilizes proprietary screening and model portfolios.
Colin M
Series 66
Newtown Square, PA
Capital Analysts
Colin Mc Guire is a Series 66-registered advisor with Capital Analysts and Lincoln Investment, bringing six years of industry experience. His prior work includes positions at JPMorgan Chase & Co. and involvement with Star One Events and Azie Media. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through multiple program options, supported by an in-house investment management and research team that employs proprietary screening processes and offers a range of portfolio customization and advisory services.
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