Data / Investment advisers / Pennsylvania / Addison Capital
Addison Capital, Conshohocken, PA: $1.1 billion AUM, SEC registered investment adviser
Addison Capital is an SEC registered investment adviser with its main office in Conshohocken, Pennsylvania and reports $1.1 billion in regulatory assets under management in its Form ADV filed August 14, 2026. Its clients include high net worth individuals, banks and thrifts and state and municipal governments. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 144853
- SEC file number
- 801-68352
- SEC status
- Approved, effective September 27, 2007
- Legal name
- Addison Capital, LLC
- Main office
- 20 Ash Street Suite 330, Conshohocken, PA 19428
- Phone
- (215) 563-6919
- Regulatory AUM
- $1,124,039,201 in the Form ADV filed August 14, 2026
- Discretionary AUM
- $823,440,778
- Non discretionary AUM
- $300,598,423
- Accounts
- 615
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 137 | $508 million |
| Banking or thrift institutions | 2 | $300.6 million |
| State or municipal government entities | 2 | $145.8 million |
| Charitable organizations | 19 | $57.7 million |
| Pension and profit sharing plans | 7 | $55.1 million |
| Individuals (other than high net worth individuals) | 112 | $31.4 million |
| Corporations or other businesses | 6 | $25.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.12 billion | March 26, 2026 |
| December 1, 2025 | $808 million | March 25, 2025 |
Other advisers in Conshohocken
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cloverlay Investment Management, LLC | Conshohocken | $1.83 billion | 11 | adviserinfo.sec.gov |
| Compass Ion Advisors, LLC | Conshohocken | $1.59 billion | Not listed | adviserinfo.sec.gov |
| Electra Capital | Conshohocken | $1.45 billion | Not listed | adviserinfo.sec.gov |
| Ironview Capital Management, LLC | Conshohocken | $1.39 billion | 1 | adviserinfo.sec.gov |
| Morgan Properties Special Situations II LLC | Conshohocken | $1.37 billion | Not listed | adviserinfo.sec.gov |
| Mma Asset Management LLC | Conshohocken | $787.8 million | Not listed | adviserinfo.sec.gov |
| Kitching Partners, LLC | Conshohocken | $645.9 million | Not listed | adviserinfo.sec.gov |
| Northstar Financial Companies, Inc. | Conshohocken | $519 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Conshohocken, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving banks and thrifts
- Addison Capital on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.