Addison Capital
Addison Capital is a privately-held investment advisory firm in Conshohocken, Pennsylvania, offering wealth and asset management services to individual and institutional clients since 2008, operating with 1-10 employees under founder-CEO Michael Church.
- Company typePrivate
- Founded2008
- HeadquartersConshohocken, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Addison Capital does
Addison Capital is a privately-held investment advisory firm headquartered in Conshohocken, Pennsylvania, that provides wealth and asset management services. Founded in 2008, the firm operates with a lean team of 1-10 employees under founder-CEO Michael Church, with Steven Benjamin serving as Executive Vice President. Its functional role is the delivery of personalized advisory and asset management solutions to individual and/or institutional clients, consistent with the boutique Registered Investment Advisor (RIA) model.
The firm's core business model is fee-based asset and wealth management, monetizing assets under management through advisory fees on client portfolios. There is no disclosed product technology stack, proprietary platform, integrations, or in-house AI/ML capability in the available source data, and the firm's primary web property (addisoncapital.com) is currently non-resolving due to a Cloudflare DNS configuration error (Error 1001), limiting independent verification of services or AUM. The firm has no disclosed funding rounds, subsidiaries, parent company, partnerships, regulatory actions, or M&A activity.
Beyond a single third-party reference identifying Addison Capital as one of several institutional investors that modified positions in the iShares MSCI EAFE Growth ETF in recent quarters, there is no information in the input data regarding ownership structure, investor composition, client roster, geographic footprint, or operational scale beyond the 1-10 employee count and Conshohocken, PA base. The combined evidence supports classification as a small, founder-led, traditional advisory firm with limited disclosed scale and an unresolved primary web presence.
Addison Capital firmographics
Firmographics- Name
- Addison Capital
- Legal name
- Addison Capital
- Website
- https://addisoncapital.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Addison Capital is a privately-held investment advisory firm in Conshohocken, Pennsylvania, offering wealth and asset management services to individual and institutional clients since 2008, operating with 1-10 employees under founder-CEO Michael Church.
- Ownership category
- akta.pro rank
Where Addison Capital is headquartered
LocationHeadquarters
- HQ city
- Conshohocken
- HQ country
- United States
- HQ region
- North America
Markets served
Addison Capital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Addison Capital product offering
Product offeringCore offering
Addison Capital is an investment advisory firm that provides wealth and asset management services to clients. The firm manages investment positions across public market instruments, including ETFs such as the iShares MSCI EAFE Growth ETF, indicating active portfolio management for its clients. Founded in 2008, the firm operates with a small team led by a founder-CEO and an executive vice president.
Product overview
No product or service information available. Addison Capital's website (addisoncapital.com) is currently unreachable due to a DNS resolution error via Cloudflare.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth and Asset Management Services
Companies that use Addison Capital
Customer profileIdeal customer profiles1 record
Addison Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Addison Capital partnerships and signals
Strategic signalExpansion highlights1 record
Addison Capital competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: One of the largest independent RIAs in the U.S., offering wealth management, estate planning, and asset management. Overlaps with Addison Capital in core investment advisory services but operates at vastly greater scale across a national footprint.
- Fisher Investments: Large independent RIA managing discretionary portfolios primarily for high-net-worth and institutional clients. Overlaps with Addison Capital's discretionary investment management activity (e.g., ETF position adjustments) but operates as a global-scale incumbent.
- Carson Group: Large RIA and coaching/support platform serving independent financial advisors and their clients. Comparable in delivering wealth advisory services through affiliated advisors, but operates as a much larger enterprise with proprietary technology and partner-support infrastructure.
- Edelman Financial Engines: Large national RIA combining traditional wealth advisory with workplace retirement plan services. Operates in the same investment advisory category as Addison Capital but at national scale with a hybrid digital+human advisor model.
Direct peers
- Buckingham Strategic Wealth: Mid-sized RIA offering wealth management and financial planning to households and institutions. Comparable as a boutique-to-mid-market advisory firm delivering personalized portfolio management — directly aligned with Addison Capital's stated service mix.
- Mariner Wealth Advisors: Multi-billion-dollar RIA providing wealth and asset management advisory services to HNW individuals and families. Highly comparable to Addison Capital in service offering (wealth/asset management) though materially larger; both operate in the discretionary investment advisory model targeting HNW clientele.
Others
- Commonwealth Financial Network: Independent broker-dealer and RIA support platform that provides custody, technology, and practice management to small advisory firms. Relevant ecosystem peer for Addison Capital given shared sub-10-employee and small-RIA target profile.
Regional players
- Janney Montgomery Scott: Philadelphia-based wealth management and investment banking firm with deep regional roots in the Mid-Atlantic. Geographic and service overlap with Addison Capital's Conshohocken base makes it a relevant regional comparable.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
Addison Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Addison Capital leadership team
Management profileNumber of profiles
Profiles2 records
Addison Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Addison Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Addison Capital
What does Addison Capital do?
Addison Capital is an investment advisory firm that provides wealth and asset management services to clients. The firm manages investment positions across public market instruments, including ETFs such as the iShares MSCI EAFE Growth ETF, indicating active portfolio management for its clients. Founded in 2008, the firm operates with a small team led by a founder-CEO and an executive vice president.
Is Addison Capital a public or private company?
Addison Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Addison Capital founded?
Addison Capital was founded in 2008. It employs 1 to 10 people.
Where is Addison Capital based?
Addison Capital is headquartered in Conshohocken, United States, in the North America region.
Who are Addison Capital's main competitors?
Broad incumbents on record are Creative Planning, Fisher Investments, Carson Group and Edelman Financial Engines. Direct peers are Buckingham Strategic Wealth and Mariner Wealth Advisors. Commonwealth Financial Network is listed as an others. Janney Montgomery Scott is listed as a regional player.
Does Addison Capital have an API?
No public API is recorded for Addison Capital.