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Addison Capital About Our Story

Addison Capital was founded in 2009 as an independent fee-only investment advisor. After previously co-managing a 5-star Morningstar rated equity mutual fund, Michael Church started Addison with a vision to work with select families and individuals to build and grow wealth together.

Our business was built with the help of a phenomenal client base that trusted in our ability to guide successful financial outcomes. Since those early days we have grown to manage over $800 million in assets for individuals, banks and non-profits and continue to serve as good stewards of capably protecting our client's assets and legacies.

At a Glance

$800MM+ AUM

14 Years in Business

2019 Five Star Wealth Manager of the Year

90 Years Combined Experience

97.5% Client Retention Rate

Our Culture

We believe hard work and integrity are essential foundations for any business but more personal qualities are what define a company’s spirit and create value.

We lead with four core principles that help drive outcomes and enhance the client experience:

Creativity

Our openness to new ideas, possibilities and ability to think uniquely and look at things in a different way opens the path for innovative ideas and solutions.

Curiosity

Our eagerness to understand and ask questions, in both our client interactions and managing investments, leads to a well-rounded perspective which enhances our decision-making process.

Humbleness

We believe in humbleness as our core component to authentically serve clients at the highest level and successfully navigate financial markets.

Passion

The desire to keep improving, learning and building is a life-long endeavor that positively impacts our business and those we serve.

Addison Capital About Our Culture

Experienced Advisor Team

Our team has deep experience in the financial markets, holding investment positions at some of the leading firms on Wall Street.

Founder & CEO

EVP & Investment Committee

EVP & Investment Committee

Director of Trading & Senior Investment Advisor