Addison Capital

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.

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

Headquarters

HQ city

Conshohocken

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Core 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

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Expansion highlights1 record

Broad 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

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Addison Capital