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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Advisors Ltd LLC
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| CRD # | 153600 |
| SEC # | 801-71559 |
| CIK # | 0001350780, 0001597878, 0001582732 |
| AUM | $1.2 B (2025-04-04) |
| Employees | 14 (79% Investors, 86% Brokers) |
| Phone | 216-295-7900 |
| Address | 20600 Chagrin Blvd Suite 1115 Shaker Heights, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 337.8 | ||
| Apple Inc | 56.5 | ||
| Netflix Inc | 36.6 | ||
| Alphabet Inc | 34.9 | ||
| Palo Alto Networks Inc | 31.2 | ||
| Nvidia Corp | 23.7 | ||
| Facebook Inc | 23.3 | ||
| CACI International Inc /DE/ | 19.6 | ||
| Amazon Com Inc | 18.5 | ||
| Enterprise Products Partners L P | 16.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 482 | 85.2 |
| (b) Individuals (high net worth individuals) | 532 | 1,112.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 18.8 |
| (h) Charitable organizations | 7 | 9.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 20.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,045 | 1,246.5 |
| By Discretionary | ||
| Discretionary | 1,043 | 1,245.8 |
| Non-Discretionary | 2 | 0.7 |
| Total | 1,045 | 1,246.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,246.5 | |
| Total | 1,045 | 1,246.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001350780] | |
| 13F-HR | [0001582732] | |
| 13F-HR | [0001597878] |
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|---|---|---|
|
Gateway Wealth Partners LLC
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WI | 1.2 |
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Burton Enright Welch
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CA | 1.2 |
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Sheets Smith Wealth Management
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NC | 1.2 |
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Chadds Ford Wealth Partners LLC
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PA | 1.2 |
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PGIM DC Solutions LLC
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NJ | 1.2 |
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iCapital LLC
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MA | 1.2 |
|
Capital Creek Partners LLC
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TX | 1.2 |
|
Anderson Hoagland & Co
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|
MO | 1.2 |
|
Fourstar Wealth Advisors LLC
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|
IL | 1.2 |
|
Versant Capital Management Inc
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AZ | 1.2 |