Capital Advisors, Ltd., LLC
Firm details
- Headquarters
- Shaker Heights, Ohio
- CRD number
- 153600
- Registered since
- June 10, 2010
- Website
- www.capitaladvisorsltd.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.16%
- Individuals6.1%
- Pension & Profit Sharing Plans2.18%
- Corporations / Businesses1.77%
- Charitable Organizations0.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Capital Advisors, Ltd., LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2010. The firm serves both individual and family clients as well as institutional and business accounts, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its fee schedule includes asset-based fees alongside hourly and fixed-fee arrangements. The firm identifies itself as an active ESG investor and does not present itself primarily as a third‑party capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities9%
- US Government Bonds4%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Robert Holub
Chief Investment StrategistCRD 4645527
Contacts
3 of 10
Daniel Obrien
Manager, Wealth ManagementCRD 5157305
Nathan Creviston
Wealth ManagementCRD 6284335
Zachary Abrams
Manager, Wealth ManagementCRD 5062672
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 371Active vs passive
$990M in ETFs
91%
$898M
5%
$92.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $89.3M | 119,607 | 9.02% |
Location
Shaker Heights, OH
Cuyahoga
Location
Shaker Heights, OH
Headquartered in Shaker Heights, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 20600 Chagrin Blvd
- Time zone
- ET (UTC-5)
- Office locations
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