Daniel J. Thill

CAPITAL ANALYSTS

ORLANDO, FL 32804

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CRD#: 1636327

Professional summary

Daniel James Thill, CFP®, who also goes by Dan Thill, is a registered financial advisor currently at CAPITAL ANALYSTS located in Orlando, Florida and LINCOLN INVESTMENT located in Orlando, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Daniel has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Thill

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INTERNATIONAL SUCCESSION PLANNING ASSOCIATION POSITION: Board member NATURE: Education Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2013 ADDRESS: 2912 Carl Terrace, Orlando FL 32804, United States DESCRIPTION: Member of BOD FAMILY BUSINESS RESOURCE CENTER, INC. POSITION: Shareholder NATURE: Business Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/06/1990 ADDRESS: 1710 W. Colonial Drive, Orlando FL 32804, United States DESCRIPTION: Shareholder THE RAWLS COMPANY POSITION: Employee/Partner NATURE: Business Succession Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 04/22/2013 ADDRESS: 1710 W. Colonial Drive, Orlando FL 32804, United States DESCRIPTION: Employee and partner of Succession Planning firm

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel James Thill's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Current

June 25, 2012 - Present

CAPITAL ANALYSTS

Office #1: 1710 W Colonial Drive, Orlando, FL 32804

RIA

CRD#: 162200

ORLANDO, FL

Current

June 1, 2012 - Present

LINCOLN INVESTMENT

Office #1: 1710 W. Colonial Drive, Orlando, FL 32804

RIA

CRD#: 519

Orlando, FL

Past

June 6, 2012 - December 31, 2012

LINCOLN INVESTMENT

RIA

CRD#: 519

FORT WASHINGTON, PA

Past

May 11, 2006 - June 27, 2012

CINCINNATI ANALYSTS, INC.

RIA

CRD#: 5478

ORLANDO, FL

Past

May 1, 2006 - June 1, 2012

CINCINNATI ANALYSTS, INC.

CRD#: 5478

ORLANDO, FL

Past

February 13, 2003 - April 10, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

June 1, 1998 - May 2, 2006

OSAIC FA, INC.

RIA

CRD#: 3978

ORLANDO, FL

Past

June 1, 1998 - May 2, 2006

OSAIC FA, INC.

CRD#: 3978

ORLANDO, FL

Past

February 1, 1995 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

September 1, 1992 - February 7, 1995

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

August 6, 1990 - September 11, 1992

CINCINNATI ANALYSTS, INC.

CRD#: 5478

CINCINNATI, OH

Past

April 24, 1990 - July 5, 1990

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

March 24, 1987 - June 11, 1987

SEACOAST INVESTOR SERVICES, INC.

CRD#: 18615

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPITAL ANALYSTS

CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS

CRD#: 162200 / SEC#: 801-74614

RIA

Registered Investment Advisory firm - (4/17/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/25/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/3/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/21/1990

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CAPITAL ANALYSTS

CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS

CRD#: 162200 / SEC#: 801-74614

RIA

Registered Investment Advisory firm - (4/17/2012 Approved)

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Contact information

Main Address

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232

Mailing Address

Phone number

(800) 242-1421

Established

Firm type

Fiscal year end

# of Employees

739

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAPITAL ANALYSTS, LLC FORM ADV PART 2A BROCHURE (8/13/2025)

CAPITAL ANALYSTS, LLC FORM ADV PART 2A APPENDIX I BROCHURE (8/13/2025)

Regulatory assets under management

Total Number of Accounts	26,578
AUM (Assets Under Management)	$ 8,713,202,466

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/28/2024	Cover Page	Report
09/27/2023	Cover Page	Report
03/29/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel J. Thill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel James Thill's CRS (Customer Relationship Summary).

Certified licenses

Experience

LINCOLN INVESTMENT

LINCOLN INVESTMENT

CINCINNATI ANALYSTS, INC.

CINCINNATI ANALYSTS, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

OSAIC FA, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

MUTUAL SERVICE CORPORATION

CINCINNATI ANALYSTS, INC.

OSAIC FS, INC.

SEACOAST INVESTOR SERVICES, INC.

Primary Firm SEC Registration

CAPITAL ANALYSTS

State Registrations and Notice Filings

Exams

Series 63

Date: 6/3/1991

SIE

Date: 10/1/2018

Series 7

Date: 4/21/1990

FINRA

Current Firm

CAPITAL ANALYSTS

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAPITAL ANALYSTS

TRUST BUT VERIFY

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