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CAPITAL ADVISORS, LLC
CAPITAL ADVISORS, LLC
SOUTHBOROUGH, Massachusetts
·
1 registered advisor
·
CRD# 126748
SEC# 801-108032
0
508-229-3610
01
Firm Overview
AUM
$166M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT
03
Specialties
Investment Management
Wealth Management
04
Advisors at CAPITAL ADVISORS, LLC
1 registered advisor
Gary Anthony Gerulskis
SOUTHBOROUGH, Massachusetts
CRD# 2496907
05
Office Locations
SOUTHBOROUGH, Massachusetts
1 advisor
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Data sourced from SEC Form ADV filings. CAPITAL ADVISORS, LLC (CRD# 126748) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.