Be advised. This firm is no longer registered.

Capitala Investment Advisors, LLC

Capitala Investment Advisors, LLC (CRD# 166301) is a financial advisory firm headquartered in Charlotte, NC. They manage $346,590,000 in 2 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    347
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $173,295,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, NC, NY, TX

Financial Advisors at Capitala Investment Advisors, LLC
No Advisor Found.
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