Capital Advisors, Ltd., LLC
● SEC registered since 2010CRD 153600SEC# 801-71559Shaker Heights, OH
Reg. AUM
$1.37B
Employees
14
Accounts
1,106
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 $1.4 billion in regulatory assets under management and employs 14 people.
Capital Advisors, Ltd., LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Anthony Ciulla Control | Chief Compliance Officer, Managing Director, And Co-Managing Member | 50-75% | 2010 |
| Neil Ray Waxman Control | Managing Director, And Co-Managing Member | 50-75% | 2010 |
| Patrick T (mi Only) Hanratty Control | Managing Director, And Elected Co-Managing Member | Under 5% | 2010 |
Frequently asked questions
How much does Capital Advisors, Ltd., LLC manage?
Capital Advisors, Ltd., LLC reports $1.4 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
| Address | 20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122 |
| Phone | 216-295-7900 |
| Fax | 216-295-8300 |
| Office hours | 8:30 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1597878 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.37B▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$1.37Bregulatory AUM
Discretionary $1.37BNon-discretionary $822K