Capital Advisors, Ltd., LLC
Capital Advisors, Ltd., LLC (CRD# 153600) is a financial advisory firm headquartered in Shaker Heights, OH. They manage $769,764,657 in 795 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management770MILLION
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Total Number of Accounts795ACCOUNTS
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Average Account Value$968,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IL, NC, NY, OH, SC, TX
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.
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.