Capital Advisors
RIAState Registered
Total AUM
$34M
Discretionary
$34M
100% of AUM
Avg account
$1.6M
Accounts
21
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 116881
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.53%
- Individuals26.47%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Capital Advisors is a single-owner, sole proprietorship operating as an independent Registered Investment Adviser that focuses on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and is not structured as a capital allocator or related-adviser network. It does not identify as an active ESG investor and is not registered as a multi-state adviser. Capital Advisors was recognized by Barron’s as one of the Top 100 RIA firms in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Silverleaf Investment Group, LLC
RIAAUM $34MTEAM 1REPS 1
Randy L. Copus and Associates,LLC
RIALakeview, OH
AUM $34MTEAM 2REPS 2
Forty Two Wealth LLC
RIAAUM $34MTEAM 2REPS 1
L M Franks Capital
RIAAUM $34MTEAM 1REPS 1
Callidus Capital Partners LLC
RIAAUM $34MTEAM 1REPS 1
Southern California Wealth Management Associates
RIARolling Hills Estates, CA
AUM $34MTEAM 3REPS 3