Ross Alan Donaghay
Investment adviser representative at Capital Analysts
12 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
12 years in the industry.
- Capital AnalystsNov 2022 to now
- Lincoln InvestmentOct 2020 to now
- University of Arizona Womens Club VolleyballAug 2019 to Mar 2020
- Aim Wealth PartnersJan 2019 to Dec 2022
- Marana Unified School DistrictJul 2018 to Oct 2019
- Southern Arizona Volleyball AcademyNov 2017 to Feb 2020
- Salpointe Catholic High SchoolFeb 2017 to May 2019
- University of ArizonaSep 2016 to Dec 2018
- Arizona National GuardJan 2014 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7055327
- Firm CRD
- 162200