# CAPITAL ANALYSTS, INCORPORATED

CAPITAL ANALYSTS, INCORPORATED of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 5478
- Type: SEC-registered investment adviser
- SEC file number: 801-9678
- Location: 303 BROADWAY, SUITE 1500, CINCINNATI, OH, 45202
- Phone: 513-361-8700
- Latest filing: 2012-06-01
- Regulatory AUM: $2.1B
- Discretionary AUM: $800.0M
- Non-discretionary AUM: $1.3B
- Clients: 251
- Accounts: 8,136

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| MADSEN KENNETH ANTHONY | CHIEF COMPLIANCE OFFICER | — |
| COGAN ROBERT SKIPPER | PRESIDENT/DIRECTOR/CEO; VICE CHAIRMAN | — |
| MAGGETTI JANICE WOOLLEY | EXECUTIVE VP/DIRECTOR/COO; EXECUTIVE VP/DIRECTOR/COO/CHIEF COMPLIANCE OFFICER | — |
| MAYHEW STEPHEN THOMAS | SENIOR VP/SECRETARY; SR VP/SECRETARY | — |
| GRYPP LAWRENCE LEE | NA | — |
| WIEDENHEFT TERRIE ANN | CFO | — |
| MAHONEY MAXWELL JAMES | INTERIM CHIEF COMPLIANCE OFFICER | — |
| MCGRUDER JILL TRIPP | CEO; NA | — |
| DURANT LESLIE BROOKS | CHIEF COMPLIANCE OFFICER | — |
| KOVACHICK MARK ALLAN | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND COO | — |
| LYNCH MATTHEW EDWARD | PRESIDENT AND CHIEF EXECUTIVE OFFICER; SENIOR VP CORPORATE PLANNING & DEVELOPMENT | — |
| PARSONS JOHN CLIFTON | CHIEF MARKETING OFFICER | — |
| SURRICHIO CHRISTOPHER JOSEPH | VICE PRESIDENT AND PORTFOLIO MANAGER | — |
| ZEMANN KEVIN RICHARD | VP/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/5478/brochure
- Similar advisers: https://search.stillhousedata.com/firm/5478/similar
- Related entities: https://search.stillhousedata.com/firm/5478/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/5478

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.