SHAKER HEIGHTS, OHCRD 153600Latest ADV March 13, 2026
Capital Advisors, Ltd., LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Shaker Heights, OH. Its latest Form ADV filing, dated March 13, 2026, reports $1.4B in regulatory assets under management, 14 employees, 10 offices, and 1,106 accounts.
Assets Under Management
$1.4B
Employees
14
Offices
10 offices
Total Clients
1,106
Primary office
SHAKER HEIGHTS, OH
20600 CHAGRIN BLVD SUITE 1115, SHAKER HEIGHTS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.0% of total clients.
Top client categories% of clientsClients
1
HNWI
54.0%
597
2
Individuals
41.7%
461
3
Pension Plans
2.5%
28
4
Corporations
1.2%
13
5
Charitable
0.6%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 13, 2026
Discretionary99.9%
$1.4B
100% of total RAUM99.9%
Non-discretionary0.1%
$822K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts1,106
10Y AUM Change+$771M (+129.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee79:1
10Y Employee Change+2 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.