Capital Analysts Incorporated Snapshot

Founded:	1968
Registration:	All 50 states
Number of Producing Reps:	Over 400
Home Office Staff:	50
Home Office Location:	Cincinnati, OH
Revenues (12/31/07):	$80.7 million
Assets Under Management (12/31/07):	$8.1 Billion
Structure:	Independent
Ownership:
Online Trading:	Yes
Online Account Access:	Yes
Clearing Firm:	National Financial Services, LLC, Member, NYSE/SIPC, a Fidelity Company
Culture:	CAI’s culture reflects its four main tenets: Choices, Independence, Relationships and Resources. We work with independent financial advisors who are relationship-oriented with their clients and consider them our partners in the business. We are committed to listening to their needs—and acting on them as well. We frequently take the pulse of our field through surveys, and also have an active Field Advisor Committee elected by their peers.