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CAPITAL ADVISORS, LTD., LLC

Tel: 216-295-7900
20600 Chagrin Blvd Suite 1115
Shaker Heights, Ohio  44122

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CAPITAL ADVISORS, LTD., LLC

CAPITAL ADVISORS, LTD., LLC is a Shaker Heights, Ohio based financial advisory firm with nearly $1,129,477,969 in assets under management and provides investment advisory services for 995 clients. There are currently 14 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

153600

SEC#:

801-71559

No. of Clients:

995

Assets under Management

$1,129,477,969

No. of Advisors:

14

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