Capital Advisors, LLC

Capital Advisors, LLC (CRD# 126748) is a financial advisory firm headquartered in Southborough, MA. They manage $105,362,000 in 200 accounts and serve the financial needs of clients across 0 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $526,810
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Financial Advisors at Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gary A. Gerulskis
CRD#: 2496907
Southborough Place, 136 Turnpike Road, Suite 120, Southborough, MA 01772
93
Wealthminder
score

Gary Gerulskis (CRD# 2496907) is an Investment Advisor Representative working at Capital Advisors, LLC in Southborough, MA and has over 14 years of experience in the finance industry.

2
Richard E. Rosenthal
CRD#: 1880239
Southborough Place, 136 Turnpike Road, Suite 120, Southborough, MA 01772
73
Wealthminder
score

Richard Rosenthal (CRD# 1880239) is an Investment Advisor Representative working at Capital Advisors, LLC in Southborough, MA and has over 19 years of experience in the finance industry.

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