Capital Advisors

Overview

Capital Advisors is a small, equity-focused registered investment adviser run as a sole proprietorship that concentrates on discretionary portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and serves a client base made up primarily of individuals and families. Its filings identify a clear preference for exchange-traded equities as the primary allocation vehicle, and it is not positioned as an ESG investor, pension consultant, or multi-state adviser. Capital Advisors was named to Barron’s Top 100 RIA Firms in 2024, reflecting recognition at the national level despite its modest scale.

Assets & Accounts

Investments & Alternatives

Location & Offices