Capital Advisors, Ltd., LLC
Capital Advisors, Ltd., LLC (CRD# 153600) is a financial advisory firm headquartered in Shaker Heights, OH. They manage $1,129,477,969 in 995 accounts and serve the financial needs of clients across 10 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management1,129MILLION
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Total Number of Accounts995ACCOUNTS
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Average Account Value$1,135,154
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, GA, IL, NC, NM, OH, SC, TX
Financial Advisors at Capital Advisors, Ltd., LLC
1
Melissa Costello (CRD# 4775249) is an Investment Advisor Representative working at Capital Advisors, Ltd., LLC in Shaker Heights, OH and has 1 year of experience in the finance industry.
2
Mary Kozar (CRD# 2309574) is an Investment Advisor Representative working at Capital Advisors, Ltd., LLC in Shaker Heights, OH and has 1 year of experience in the finance industry.
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