Addison Capital Email Format

Investment ManagementPennsylvania, United States2-10 Employees

Addison Capital is a boutique investment advisory firm based in Conshohocken, Pennsylvania. It operates as a fee-only Registered Investment Advisor, emphasizing independent, privately owned management with a focus on capital appreciation and unbiased wealth and asset management for its clients.
The firm serves clients seeking objective investment guidance within the investment management industry, positioning itself as an independent partner that avoids conflicts of interest. In addition to its primary advisory role, the company has engaged in activities related to investments across various asset classes, including stakes in publicly traded companies and exchange-traded funds, with documented activity in recent years and early 2019 and 2018 transactions. This places Addison Capital among smaller, independent advisory firms serving a professional clientele in the United States, while maintaining operations from its base in the Philadelphia metropolitan area.

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