CAPITALA PRIVATE ADVISORS, LLC

CRD 283527 · SEC 801-107897

4201 CONGRESS STREET SUITE 360, CHARLOTTE, NC, 28209, United States

Phone

704-376-5502

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$505.1M

Discretionary AUM

$448.2M

Team

16 total employees; 14 advisory reps

Clients

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Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Type	Clients	AUM
Pooled investment vehicles	4	$448.2M

GA, NC, FL

Official SEC filing: View on IAPD