Capital Analysts Facts

Description of Business
Capital Analysts provides business-to-business support for independent financial advisors who serve affluent clients. Capital Analysts is a full-service broker-dealer and Registered Investment Advisor, providing a hybrid platform for advisors doing fee and/or commission business.

Our Affiliation
Capital Analysts is a member of Western & Southern Financial Group, a Fortune 500 Company and Cincinnati-based diversified family of financial services companies.

Our Strategy
Our business strategy focuses on providing wealth management advisors a turnkey back-office platform that leverages best-in-class capabilities in the areas of technology, service, and practice management.

Founded: 1968
Structure: Independent
Registration: All 50 states
Home Office Location: Cincinnati, OH
Member: FINRA, SIPC, FSI

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