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Gregory Charles Bender

Capital Analysts

Fort Washington, PA

Lincoln Investment

Fort Washington, PA

CRD 5993802

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Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-07-10
  • PA RA
    APPROVED
    Since 2026-07-10

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-11-03
  • PA RA
    APPROVED
    Since 2015-11-03

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Planning Wyncote PA 11/2015 Present
Capital Analysts, Llc Fort Washington PA 07/2026 Present
  • 11/2015 → Present
    Lincoln Investment Planning
    Wyncote, PA
  • 07/2026 → Present
    Capital Analysts, Llc
    Fort Washington, PA
Previous Registrations
  • 2014-08-25 → 2015-11-18
    Valley Forge Asset Management, Llc
    King Of Prussia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-21
  • S66 Uniform Combined State Law Examination
    2014-08-21
Other Names
  • Gregory Charles Bender
  • Gregory Charles Bender

View on SEC IAPD

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