Addison Capital

Addison Capital, LLC is an investment adviser firm based in Conshohocken, Pennsylvania, founded in 2009 by Michael A. Church. The firm offers investment supervisory services and advice tailored to individual client needs, including strategy development, portfolio monitoring, and management in both equity and fixed income markets. Addison Capital manages client assets on both a discretionary and non-discretionary basis, with $524,809,529 in discretionary assets and $283,163,702 in non-discretionary assets as of December 31, 2024. The firm charges management fees up to 1.25% of assets under management and negotiable consultation fees. Clients typically have accounts of at least $500,000, but exceptions can be made. The firm employs a variety of analysis methods, including technical, fundamental, and cyclical, to assess risks and opportunities in the capital markets. Investment strategies include equity securities, corporate debt, municipal securities, and private investment funds. Addison Capital does not charge performance-based fees and acts as a fiduciary, putting clients' best interests first. Clients include individuals, high net worth individuals, institutions, trusts, estates, charitable organizations, and corporations. The firm's employees, including Michael A. Church, Steven R. Benjamin, and Morgan C. Frees, have backgrounds in finance and business management, with a focus on providing investment advice and managing client portfolios.