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Capital Advisors, Ltd., LLC

● SEC registered since 2010CRD 153600SEC# 801-71559Shaker Heights, OH
Export (members)
Reg. AUM
$1.25B
Employees
14
Accounts
1,045
Location
Shaker Heights, OH

Capital Advisors, Ltd., LLC assets under management

Capital Advisors, Ltd., LLC is an SEC-registered investment adviser based in Shaker Heights, OH. The firm has been registered since 2010. It reports $1.2 billion in regulatory assets under management and employs 14 people.

Capital Advisors, Ltd., LLC owners & executives

3 reported
NameTitleOwnershipSince
Mark Anthony Ciulla ControlChief Compliance Officer, Managing Director, And Co-Managing Member50-75%2010
Neil Ray Waxman ControlManaging Director, And Co-Managing Member50-75%2010
Patrick T (mi Only) Hanratty ControlManaging Director, And Elected Co-Managing MemberUnder 5%2010

Frequently asked questions

How much does Capital Advisors, Ltd., LLC manage?

Capital Advisors, Ltd., LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Capital Advisors, Ltd., LLC have?

Capital Advisors, Ltd., LLC reports 14 employees.

Where is Capital Advisors, Ltd., LLC located?

Capital Advisors, Ltd., LLC is based in Shaker Heights, OH and has been SEC-registered since 2010.

Does Capital Advisors, Ltd., LLC disclose fund performance?

Capital Advisors, Ltd., LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122
Phone216-295-7900
Fax216-295-8300
Office hours8:30 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1597878
Discloses disciplinary historyNo

Assets under management

Discretionary$1.25B
Non-discretionary$671K
Total (RAUM)$1.25B