# Capital Analysts: fundraiser

> Capital Analysts placed 10 company rounds filed with the SEC, most recently Dec 2025. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/capital-analysts (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / Capital Analysts

Fundraiser Registered broker-dealer

# Capital Analysts

FINRA 5478 · placing rounds since Dec 2016

**10** company rounds placed

**2** in the last two years, last Dec 2025

**$1.2B** sold 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.

**1** 23Q4 **1** 24Q4 **1** 25Q4

## What they place

- Insurance **100%**

## How big the rounds are

- Under $1M **0**
- $1M to $5M **0**
- $5M to $20M **0**
- $20M to $100M **0**
- $100M+ **12**

## Where the companies are

**IN** 12

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/capital-analysts)[Everything, funds and real estate too](https://millionrounds.com/providers/capital-analysts?show=all)

Filed Issuer Industry Sold

Dec 2025 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James R. Wagner, Jr. Insurance **$102M**

Dec 2024 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James R. Wagner, Jr. Insurance **$107M**

Dec 2023 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James R. Wagner, Jr. Insurance **$108M**

Dec 2022 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James R. Wagner, Jr. Insurance **$113M**

Dec 2021 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James R. Wagner, Jr. Insurance **$118M**

Dec 2020 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James R. Wagner, Jr. Insurance **$120M**

Dec 2019 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James R. Wagner, Jr. Insurance **$129M**

Dec 2018 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James R. Wagner, Jr. Insurance **$135M**

Dec 2017 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James R. Wagner, Jr. Insurance **$146M**

Dec 2016 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: James R. Wagner, Jr. Insurance **$154M**

Dec 2015 Lincoln Life Separate Account BL3, The Lincoln National Life Insurance Co Agents: James Wagner Insurance **$121M**

Dec 2015 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: 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.

[**Kestra Investment Services LLC** 12 rounds together](https://millionrounds.com/providers/kestra-investment-services-llc)[**Lion Street Financial** 12 rounds together](https://millionrounds.com/providers/lion-street-financial)[**M Holdings Securities Inc.** 12 rounds together](https://millionrounds.com/providers/m-holdings-securities-inc)[**Amherst Securities Group L.P.** 11 rounds together](https://millionrounds.com/providers/amherst-securities-group-l-p)[**Bosc, Inc.** 11 rounds together](https://millionrounds.com/providers/bosc-inc)[**LPL Financial LLC** 11 rounds together](https://millionrounds.com/providers/lpl-financial-llc)

## Founders who worked with them

No one has said so yet.

Worked with them? Say so

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