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Noah James Fehrenbach

Investment adviser representative at Capital Analysts
15 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Capital AnalystsMar 2022 to now
  2. Lincoln InvestmentMar 2022 to now
  3. MassmutualJan 2019 to Mar 2022
  4. MML Investors ServicesJan 2019 to Mar 2022
  5. Northwestern Mutual Wealth Management CompanyFeb 2016 to Jan 2019
  6. Northwestern Mutual Investment Services, LLCAug 2012 to Dec 2018
  7. Northwestern Mutual Life Insurance CompanyNov 2011 to Jan 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012

State registrations

Registered as an investment adviser representative in 1 state (NY).

Capital Analysts

Legal name: Capital Analysts, LLC

$8.8BAssets managed
15,840Clients
596Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5992526
Firm CRD
162200
Advisor's SEC record (opens in a new tab)
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