Noah Daniel Larson
Investment adviser representative at Capital Analysts
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Capital AnalystsSep 2023 to now
- Lincoln InvestmentJun 2023 to now
- N/aJun 2022 to May 2023
- Lewis & Lewis, P.C.May 2021 to Aug 2021
- Moonbrook Country ClubMay 2020 to Aug 2020
- University of Richmond Campus Post OfficeSep 2019 to Dec 2020
- University of RichmondAug 2018 to May 2022
- Shults Auto GroupJun 2017 to Aug 2019
- HighschoolJun 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 7773542
- Firm CRD
- 162200