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ADDISON CAPITAL

CONSHOHOCKEN, PA · CRD 144853 · IAPD ↗ · 215-563-6919

$1.12BRegulatory AUM
3Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — ADDISON CAPITAL reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2026 — ADDISON CAPITAL crossed $1B in regulatory AUM ($808.0M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.