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| Capital Advisors Ltd LLC
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|---|---|
| CRD # | 153600 |
| SEC # | 801-71559 |
| CIK # | 0001582732, 0001350780, 0001597878 |
| AUM | 1,366.8 M (2026-03-13) |
| Employees | 14 (79% Investors, 86% Brokers) |
| Phone | 216-295-7900 |
| Address | 20600 Chagrin Blvd Suite 1115 Shaker Heights, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| iShares Bitcoin Trust | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 461 | 83.4 |
| (b) Individuals (high net worth individuals) | 597 | 1,218.6 |
| (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 | 28 | 29.8 |
| (h) Charitable organizations | 7 | 10.8 |
| (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 | 24.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,106 | 1,366.8 |
| By Discretionary | ||
| Discretionary | 1,105 | 1,366.0 |
| Non-Discretionary | 1 | 0.8 |
| Total | 1,106 | 1,366.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,366.8 | |
| Total | 1,106 | 1,366.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001350780] | |
| 13F-HR | [0001582732] | |
| 13F-HR | [0001597878] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Next Level Private LLC
✚
|
NY | 1,370.0 M |
|
Meridian Wealth Partners LLC
✚
|
PA | 1,369.0 M |
|
Diaphanum Americas LLC
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|
1,368.3 M | |
|
Aegis Financial Corporation
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|
VA | 1,367.5 M |
|
Asset Risk Consultants UK Limited
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|
1,367.0 M | |
|
Roosevelt Capital Management LLC
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|
TX | 1,366.6 M |
|
Sheets Smith Wealth Management
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|
NC | 1,365.1 M |
|
BBVA Global Wealth Advisors Inc
✚
|
FL | 1,364.6 M |
|
Penn Davis McFarland Inc
✚
|
TX | 1,364.5 M |
|
KERA Capital Partners Inc
✚
|
CA | 1,364.4 M |