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Addison Capital - Registered Investment Advisor

Modern Wealth Management

Together with our strategic wealth management partner, Addison Capital, OceanFirst aims to empower customers to build, preserve & transform their wealth. 

Learn More about Addison Capital

An Introduction to Addison Capital

Why Addison?

  • Founded in 2009, Addison Capital is a privately owned and managed registered investment adviser.
  • Our independence allows us to provide unbiased financial advice, combining the breadth of expertise found in large institutions with the personalized service of a boutique firm.
  • As a client, you receive direct counsel from the firm’s partners, whose success is aligned with yours.
Key Differentiators:
  • Client Experience: We tailor our technology, partnerships, and offerings to enhance your client experience.
  • Team: Our experienced partners bring diverse backgrounds in asset management, investment banking, private banking, and fintech, helping families, individuals, private business owners, corporate treasuries, and non-profits / endowments / foundations build and protect their wealth and legacy.
  • Compensation: As fee-only fiduciaries, we prioritize our clients’ best interests. We are not compensated through product sales or corporate mandates.
  • Opportunities: When suitable, we complement traditional portfolios with access to unique private market opportunities, such as direct investments and private funds.
Request an introduction to an Addison Partner
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Service Offering

Our Services

We help clients navigate the array of planning goals they face, from wealth transfer and cash-flow projections to charitable giving and trust establishment / fiduciary services. Our wealth planning begins with a comprehensive understanding of your financial picture, with the goal of optimizing your balance sheet to support your financial goals and long-term wealth.
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Wealth Management

Holistic, goals-based approach to personal finance, focusing on wealth preservation. 

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Investment Management

Identify long-term trends and durable opportunities in the markets. 
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Cash Management

Active yield-focused strategies utilizing off-balance sheet short-duration portfolios & solutions.

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Financial Planning

Financial planning services to support informed quantitative decision-making. With an average career of twenty-years, our team has navigated through numerous market cycles for clients and stakeholders.

Client Types

Who We Serve

With an average career of twenty-years and time spent at some of the leading firms on Wall Street, our team has navigated through numerous market cycles for clients and stakeholders.

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    Founders & Employees

    As founders ourselves, we understand the entrepreneurial journey. We assist with topics like tax planning pre/post-liquidity events, private share optimization, and managing both public and private investments.

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    Individuals & Families

    Comprehensive wealth management, including cash flow & estate planning, tax strategy, asset allocation, business consulting, succession planning and investment advisory.

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    Institutions & Nonprofits

    Acting as outsourced Chief Investment Office, we support leadership teams and investment committees with robust, cycle-tested investment processes.

     
     

© 2025 Addison Capital. All Rights Reserved. addisoncapital.com

This site is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security or investment. Past events and trends do not predict or guarantee or indicate future events or results. Addison Capital does not own or control and is not affiliated with any third-party content provided via hyperlink, quoted, or cited herein. Investing involves risk, including the possible loss of principal. It is not possible to invest directly in an index. Past performance does not guarantee future results. Addison Capital is an SEC Registered Investment Adviser. SEC registration does not imply any specific level of training or skill. For more information about Addison Capital, visit IAPD - Investment Adviser Public Disclosure - Homepage (sec.gov). OceanFirst holds a minority equity ownership interest in Addison Capital but is not an affiliate of the firm and does not control Addison Capital’s investment decisions or advisory services. As an equity owner, OceanFirst may benefit financially from the growth and profitability of Addison Capital, including from client referrals made by OceanFirst or its representatives. This arrangement creates a potential conflict of interest because OceanFirst or its representatives may have an incentive to recommend Addison Capital’s services. Clients are under no obligation to engage Addison Capital and may choose another adviser. Additional information about Addison Capital’s ownership and conflicts of interest is available in the firm’s Form ADV Part 2A.