Capital Advisors, Ltd., LLC

Capital Advisors, Ltd., LLC (CRD# 153600) is a financial advisory firm headquartered in Shaker Heights, OH. They manage $454,871,983 in 651 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    455
    MILLION
  • Total Number of Accounts
    651
    ACCOUNTS
  • Average Account Value
    $698,728
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
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.

AZ, CA, FL, IL, NC, OH, TX

Financial Advisors at Capital Advisors, Ltd., LLC
Showing 1 - 2 of 2 top financial advisors.
1
Melissa S. Costello
CRD#: 4775249
20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122
90
Wealthminder
score

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. Melissa Costello has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mary T. Kozar
CRD#: 2309574
20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122
90
Wealthminder
score

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. Mary Kozar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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