About - Addison Capital

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 investments for individuals, banks, and non-profits and continue to serve as good stewards of capital by protecting our client's assets and legacies.

At a Glance

14 Years in Business

Founder served as Co-Manager: 5-star rated Morningstar Mutual Fund

60+ Years combined experience in financial services

97.5% Client Retention Rate

Our Culture

We believe hard work and integrity are essential foundations for any business but 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 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.