RIA Intel›Advisers›Ohio›CAPITAL ADVISORS, LTD., LLC

CAPITAL ADVISORS, LTD., LLC

Advisory

N·SHAKER HEIGHTS, OH

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+18.1%

3-Year CAGR

+9.6%

Employees

11

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.4B

Non-Discretionary AUM$822K

Discretionary %99.9%

Total Clients1,045

Team

Total Employees11

Investment Advisers14

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record47

First FilingJun 4, 2010

Latest FilingMar 12, 2026

🔒 Full AUM trend chart and 47 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CAPITAL ADVISORS, LTD., LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.