Capital Advisors, Ltd., LLC

Capital Advisors, Ltd., LLC (CRD# 153600) is a financial advisory firm headquartered in Shaker Heights, OH. They manage $1,129,477,969 in 995 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122
https://www.facebook.com/capitaladvisorsltd/
By the Numbers
  • Total Assets Under Management
    1,129
    MILLION
  • Total Number of Accounts
    995
    ACCOUNTS
  • Average Account Value
    $1,135,154
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, NC, NM, OH, SC, TX

Financial Advisors at Capital Advisors, Ltd., LLC
Showing 1 - 2 of 2 top financial advisors.
1
Melissa Costello, financial advisor Shaker Heights OH
Melissa S. Costello
CRD#: 4775249
20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122

Melissa Costello (CRD# 4775249) is an Investment Advisor Representative working at Capital Advisors, Ltd., LLC in Shaker Heights, OH and has 1 year of experience in the finance industry.

2
Mary Kozar, financial advisor Shaker Heights OH
Mary T. Kozar
CRD#: 2309574
20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122

Mary Kozar (CRD# 2309574) is an Investment Advisor Representative working at Capital Advisors, Ltd., LLC in Shaker Heights, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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