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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 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

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:


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


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.


We believe humbleness is a core component to authentically serve clients at the highest level and successfully navigate financial markets.


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.

Founding Partner & CEO

Director of Client Relations

Director & Wealth Advisor