Wexford, PA 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
1000 Brooktree Rd., Ste. 100
Wexford PA 15090
Advisors at this office
4
Advisors at this office
Austen L
CFP®, Series 66
Wexford, PA
Capital Analysts
Austen Lunt is a CFP® professional with five years of industry experience, currently serving at Capital Analysts in Wexford, PA. His prior experience includes roles at Lincoln Investment and positions outside finance at Sewickley Car Store and Leones Pet Supply. He has also been affiliated with La Roche University for nine years. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house discretionary investment management.
Jerald W
Series 63, Series 65
Wexford, PA
Capital Analysts
Jerald Wozniak is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1986 and has been involved with FANS, Milico (Al Williams Co), and Fox Chapel Area Schools over four decades. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams.
Justin K
Series 66
Wexford, PA
Capital Analysts
Justin Kovac is a financial advisor with Capital Analysts, holding a Series 66 credential and five years of industry experience. Prior to his current roles at Capital Analysts and Lincoln Investment, he worked at Ernst and Young LLP. He is also a partner in ATI Financial Services LLC, which provides accounting, tax, and payroll services. 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 a combination of in-house discretionary investment management and advisor-managed solutions, supported by a proprietary mutual fund screening process called CAPSL.
Rylan M
Series 63, Series 66
Wexford, PA
Capital Analysts
Rylan Marx is a financial advisor with Capital Analysts in Wexford, PA, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Outside of advising, he is a partner at ATI Financial Position, where he reviews and provides input on basic tax returns. 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 discretionary and non-discretionary models, third-party managers, and retirement-plan advice, supported by an in-house Investment Management & Research team utilizing proprietary screening tools.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)