CAPITAL ADVISORS, LTD., LLC

SHAKER HEIGHTS, Ohio·3 registered advisors·CRD# 153600

SEC# 801-7155910216-295-7900

01

Firm Overview

AUM

$1.1B

Regulatory assets under management

Employees

14

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CAPITAL ADVISORS, LTD., LLC

3 registered advisors

Mark Anthony Ciulla

SHAKER HEIGHTS, Ohio

Neil Ray Waxman

SHAKER HEIGHTS, Ohio

Patrick T (mi Only) Hanratty

SHAKER HEIGHTS, Ohio

05

Office Locations

SHAKER HEIGHTS, Ohio

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Data sourced from SEC Form ADV filings. CAPITAL ADVISORS, LTD., LLC (CRD# 153600) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.