← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（11/25/2024）
CAPITAL ANALYSTS, LLC · 所有者与执行高管（CRD 162200）
机构事实页：CAPITAL ANALYSTS, LLC 事实页 → | 官方原文：IAPD firm-summary/162200
Schedule A · 直接所有者（11 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| MAYHEW, STEPHEN, THOMAS | 个人 | SENIOR VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | — | NA |
| LINCOLN INVESTMENT CAPITAL HOLDINGS, LLC | 境内实体 | MEMBER, DIRECT OWNER | 是 | E |
| McCarthy, Diane, Mulherrin | 个人 | ELECTED MANAGER, EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER (TREASURER) | 是 | NA |
| Mattson, Maureen, Ann | 个人 | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 是 | NA |
| OBERLIES, SUSAN, MARY | 个人 | SENIOR VICE PRESIDENT, CORPORATE COUNSEL AND SECRETARY | — | NA |
| KOLLAR, Michael, MARK | 个人 | EXECUTIVE VICE PRESIDENT AND CHIEF INFORMATION OFFICER | 是 | NA |
| BUETI, ANTHONY, CHARLES | 个人 | SENIOR VICE PRESIDENT, OPERATIONS & SERVICE | — | NA |
| BURA, KAREN, DOUGHERTY | 个人 | VICE PRESIDENT, CONTROLLER | — | NA |
| O'LEARY, KEVIN, JOSEPH | 个人 | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 是 | NA |
| FORST, EDWARD, Samuel | 个人 | ELECTED MANAGER | 是 | NA |
| Leckey, Kathleen, Kinslow | 个人 | EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | 是 | NA |
Schedule B · 执行高管（1 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| LINCOLN INVESTMENT GROUP HOLDINGS, INC. | MEMBER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
