Capital Analysts

Firm record

As recorded in SEC IAPD

Firm CRD

162200

SEC number

801-74614

Firm type

RIA

Assets under management

$8.8B as of Apr 27, 2026

Website

www.lincolninvestment.com ↗

Phone

800-242-1421

Address

601 Office Center Drive, Fort Washington, PA, 19034-3232

Advisors at this firm

428 in our index · page 8 of 9

• Richard Baker SharpeCRD 5530201 · Lutz, FL
  IA RegisteredBroker
• Robert William ShawCRD 5664100 · Indianapolis, IN
  IA RegisteredBroker
• Stephanie Louise ShawCRD 5996383 · Indianapolis, IN
  IA RegisteredBroker
• Kelly Jean ShelgrenCRD 5690951 · Renton, WA
  IA RegisteredBroker
• Steve Kent ShelgrenCRD 1080260 · Renton, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• David ShnitzerCRD 4793776 · Newton, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Eric Christian ShupeCRD 3050796 · West Chester, OH
  IA RegisteredBroker
• Bret Douglas SmithCRD 1939876 · Lutz, FL
  IA RegisteredBroker
• James David SmithCRD 4140140 · Ft Jennings, OH
  IA RegisteredBroker
• Jesse A SmithCRD 6284279 · Lutz, FL
  IA RegisteredBroker
• Noelle M SmithCRD 2023882 · Ramsey, NJ
  IA RegisteredBroker
• Corey Lamont SneedCRD 4284148 · Independence, OH
  IA RegisteredBroker
• Kevin Marc SokolowCRD 4021857 · Tallahassee, FL
  IA RegisteredBroker
• Larry Fredrik SokolowCRD 430195 · Tallahasee, FL
  IA RegisteredBroker
• Andre Ryan SolisCRD 6043937 · Tucson, AZ
  IA RegisteredBroker
• Mark David SolopertoCRD 5736398 · Braintree, MA
  IA RegisteredBroker
• John Roland St MarieCRD 1288990 · Worcester, MA
  IA RegisteredBroker
• Ray W StanleyCRD 5089204 · The Woodlands, TX
  IA RegisteredBroker
• Rian A SteinbissCRD 4023030 · Marlton, NJ
  IA RegisteredBroker
• Joseph Ryan StewardCRD 6816593 · Jacksonville, FL
  IA RegisteredBroker
• Andy Surindra SukhaiCRD 5273620 · Dunwoody, GA
  IA RegisteredBroker
• Timothy Scott SullivanCRD 4088996 · Worcester, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Christian Arthur SulmasyCRD 5669572 · Amherst, MA
  IA RegisteredBroker
• Kenneth Bruce SwansegarCRD 1634008 · Lexington, KY
  IA RegisteredBroker
• Rex G SwartzCRD 2335436 · Kansas City, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Donald W SzewczykCRD 4929765 · Erie, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jonathan Daniel SawchukCRD 7311989 · Farmington Hills, MI
  IA RegisteredBroker
• Angela I SeguroCRD 6550968 · Lutz, FL
  IA RegisteredBroker
• Gregory James TaglientiCRD 5218268 · Marlton, NJ
  IA RegisteredBroker
• Richard Charles TardoskyCRD 2362710 · Chambersburg, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Randall Lee TaylorCRD 5428482 · Shippensburg, PA
  IA RegisteredBroker
• Matthew Joseph TehanCRD 6500166 · Peabody, MA
  IA RegisteredBroker
• Michael Edwin ThamesCRD 5917162 · Guyton, GA
  IA RegisteredBroker
• Daniel James ThillCRD 1636327 · Orlando, FL
  IA RegisteredBroker
• Bill Emory ThompsonCRD 4506880 · Bryan, TX
  IA RegisteredBroker
• Clayton Edward ThompsonCRD 6303429 · Jacksonville, FL
  IA RegisteredBroker
• Donald Domine TiburziCRD 1182716 · Getzville, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Michelle Marie TomeiCRD 3003048 · Royal Oak, MI
  IA RegisteredBroker
• Nicholas Calahan ToweyCRD 6097249 · Horsham, PA
  IA RegisteredBroker
• Michael E TraczCRD 5566190 · Rochester, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Brent Wesley TraughCRD 4341702 · Bloomsburg, PA
  IA RegisteredBroker
• William Phillip TremblerCRD 2279526 · Bethlehem, PA
  IA RegisteredBroker
• Ralph Christopher TumoloCRD 1031240 · Tamarac, FL
  IA RegisteredBroker
• Thomas Mark TurchettiCRD 721917 · Royal Oak, MI
  IA RegisteredBroker
• Ira John TweedCRD 4715517 · Carlsbad, CA
  IA RegisteredBroker
• Vincent TamburelloCRD 7768785 · Coral Gables, FL
  IA RegisteredBroker
• Brianna TavaresCRD 6285018 · Reston, VA
  IA RegisteredBroker
• Keri Anne VacantiCRD 4459507 · Fairport, NY
  IA RegisteredBroker
• James William Van HollebekeCRD 1895283 · Bremerton, WA
  IA RegisteredBroker
• James Dimitrios VerrosCRD 1017781 · Jenkintown, PA
  IA RegisteredBroker
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.