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CAPITAL ADVISORS, LTD., LLC
CRD 153600 · SEC 801-71559
20600 CHAGRIN BLVD SUITE 1115, SHAKER HEIGHTS, OH, 44122, United States
Phone
216-295-7900
Fax
216-295-8300
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.37B
Discretionary AUM
$1.37B
Team
14 total employees; 11 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 461 | $83.4M |
| High net worth individuals | 597 | $1.22B |
| Pension/profit sharing plans | 28 | $29.8M |
| Charitable organizations | 7 | $10.8M |
| Corporations/business entities | 13 | $24.2M |
States served
AZ, CA, IL, NY, NC, OH, PA, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD