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Capital Analysts CRD 162200
$8.77B regulatory AUM 57 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-04-14 |
Branch Locations
28411 Northwestern Hwy. Suite 950, Southfield, MI 48034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-03-15 |
Branch Locations
29905 Middlebelt Rd, Farmington Hills, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Wyncote | PA | 01/2016 | Present |
| Consolidated Financial | Southfield | MI | 01/2016 | Present |
| Cowboys & Casinos Llc | Navarre | OH | 05/2015 | Present |
INVESTMENT REAL ESTATE (RENTAL PROPERTIES - PASSIVE) POSITION: Co-Owner NATURE: Rental Properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 24975 Lakeland St, Farmington Hills MI 48336, United States DESCRIPTION: I have no duties regarding the properties, however our household will be generating passive income. My name is listed on some of the mortgages to secure financing. CONSOLIDATED FINANCIAL CORPORATION POSITION: Partner, agent NATURE: Financial Services, Insurance/Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/17/2019 ADDRESS: 29905 Middlebelt Road, Farmington Hills MI 48334, United States DESCRIPTION: Partner in the business, Insurance/fixed annuity sales and service PORTFOLIO PROJECTOR LLC POSITION: Owner, Managing Member, Real Estate Referrer NATURE: Real Estate Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 3/17/2025 ADDRESS: 24975 Lakeland St Farmington Hills, MI 48336 DESCRIPTION: I would like to create a process to evaluate real estate portfolios
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-10 |
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