CAPITAL ANALYSTS INC. Overview

Capital Analysts Inc. is an investment advisor that manages 3.4 BN dollars in regulatory AUM and has 339 employees, of which 339 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 533MM in positions, representing 16% of the manager's regulatory AUM.

CAPITAL ANALYSTS INC. StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAPITAL ANALYSTS INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CIU 6.12% ETF -2.26% -0.17% 0 3%
IVE 5.74% ETF 4.85% 0.19% 1 3%
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FEATURED IN
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CAPITAL ANALYSTS INC. Founders and Key Employees

Name Title In Position Since
Edward Forst Director June-2012
Thomas Forst Director, Vice President March-2014
Norman M. Marr Treasurer November-2014
Deirdre B. Koerick Vice President, Cco February-2012
Thomas G. Murphy Vice President February-2012
Harry S. Forst Director February-2012
Karen A. Oneill Director February-2012
Rosemarie Forst Director February-2012
Mariellen Forst-Paulus Director, Secretary November-2014
Stephen T. Mayhew Vice President February-2012
Denis N. Houser President, Chief Executive Officer March-2014
Karen D. Bura Assistant Treasurer November-2014

CAPITAL ANALYSTS INC. Brokers, Custodians, Auditors and Administrators

Type Company

CAPITAL ANALYSTS INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss section below for more information about how the teams manage the CAAMS Wrap Fee Programs.

Other Advisory Business
Capital Analysts offers the following additional investment advisory services for a fee. A description of each
service is provided in Capital Analysts’ Form ADV 2A Brochure, a copy of which can be requested from your
Capital Analysts Advisor.
1. Advisor Managed Model and Client Custom Portfolios
2. Third Party Managed Model and Custom Portfolios
3. Periodic Investment Consulting
4. Financial Planning Services
5. ERISA Retirement Plan Advice

Performance-Based Fees and Side-by-Side Management
Capital Analysts and our Advisors do not receive performance based fees. A performance based fee is an advisory fee that compensates the Advisor for the Advisor's success in managing a client's money or "a fee based on the
...
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CAPITAL ANALYSTS INC. Portfolio Concentration

CAPITAL ANALYSTS INC. Location

218 GLENSIDE AVENUE
WYNCOTE, Pennsylvania
UNITED STATES, 19095

CAPITAL ANALYSTS INC. Contact Information

Phone Number: 800-242-1421
Fax Number: 215-376-1057
Website:

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