Fundraisers / Capital Analysts
FundraiserRegistered broker-dealer
Capital Analysts
FINRA 5478 · placing rounds since Dec 2016
10company rounds placed
2in the last two years, last Dec 2025
$1.2Bsold in the rounds they placed
1.4%typical commission; the median firm takes 4.9%
Named on 10 Form D filings as paid to sell the offering: 10 for operating companies. 1 registered agent named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q4124Q4125Q4
What they place
- Insurance100%
How big the rounds are
- Under $1M0
- $1M to $5M0
- $5M to $20M0
- $20M to $100M0
- $100M+12
Where the companies are
IN12
Rounds they placed
FiledIssuerIndustrySold
Dec 2025Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James R. Wagner, Jr.Insurance$102M
Dec 2024Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James R. Wagner, Jr.Insurance$107M
Dec 2023Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James R. Wagner, Jr.Insurance$108M
Dec 2022Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James R. Wagner, Jr.Insurance$113M
Dec 2021Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James R. Wagner, Jr.Insurance$118M
Dec 2020Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James R. Wagner, Jr.Insurance$120M
Dec 2019Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James R. Wagner, Jr.Insurance$129M
Dec 2018Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James R. Wagner, Jr.Insurance$135M
Dec 2017Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James R. Wagner, Jr.Insurance$146M
Dec 2016Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James R. Wagner, Jr.Insurance$154M
Dec 2015Lincoln Life Separate Account BL3, The Lincoln National Life Insurance CoAgents: James WagnerInsurance$121M
Dec 2015Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James R. Wagner, Jr.Insurance$170M
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
Often on the same rounds
Other fundraisers named on the same filings: the firms they syndicate with.
Founders who worked with them
No one has said so yet.
Worked with them? Say so
A badge for their site
It shows their latest standing in the quarterly rankings and links back here.
Is this Capital Analysts?
Claim the page to describe your work in your own words. Free.