Capital Advisors, Ltd.

Financial Advisor in Shaker Heights, OH

Firm Info
Address: Tower East, 20600 Chagrin Blvd #1115, Shaker Heights, OH 44122, USA
Phone: (216) 295-7900

Firm Size
Assets Under Management: $1.1 billion
# of Advisors: 11
# of Clients: 872
Client to Advisor Ratio: 79:1
Average Account Size: $1.2 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Capital Advisors, Ltd., LLC Overview

Capital Advisors, Ltd., LLC is a registered investment advisory firm that has been providing investment advice exclusively since 2010. Based in Shaker Heights, OH, the firm operates on a fee-only basis, meaning clients are charged a fixed rate for their services. The firm offers a range of services, including financial planning and portfolio management for both individuals and small businesses. With a focus on providing tailored investment strategies, Capital Advisors understands that each client has unique goals and requirements. They work with clients to provide a personalized approach to financial planning that gives them the best possible chance of meeting their goals. In addition to individual and small business portfolio management, Capital Advisors also provides portfolio management for businesses or institutional clients. This service is aimed at companies that are looking for expert advice on managing their portfolios. Capital Advisors can help these businesses to identify opportunities and manage risks, giving them the best possible chance of achieving long-term success. With a team of experienced advisors, Capital Advisors is a trusted partner for businesses looking to manage their investments effectively.

Capital Advisors, Ltd., LLC has an extensive range of clients under its belt. They cater to individuals who require financial guidance and advice. They also work with high net worth individuals who have a substantial amount of assets and are looking to invest or manage their wealth prudently. Additionally, they serve pension and profit-sharing plans, which are retirement plans offered by employers to their employees, and charitable organizations that require assistance in managing their finances. Capital Advisors, Ltd., LLC also works with other corporation types not mentioned here. Regardless of the client type, they tailor their services to individual preferences and assist with a wide range of financial matters. Capital Advisors, Ltd., LLC provides flexible fee structures depending on the service provided. For those who prefer not to incur a steep cost, they offer hourly rates where clients pay for each hour of service rendered. For clients who require ongoing assistance in managing their investments, they offer a percentage of assets under management (AUM) fee structure where clients pay a percentage of their total assets for management. Lastly, they offer a fixed fee structure to clients based on the service they need. This structure provides clients with a clear idea of what their total fees will be. Capital Advisors, Ltd., LLC is committed to helping clients achieve their financial goals and ensuring that their fee structures are reasonable and flexible, allowing clients to choose the best options that suit their needs.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for CAPITAL ADVISORS, LTD., LLC does not mention any specific investment minimum. We recommend contacting the firm directly for more information on their particular investment requirements.

How This Office Can Help Shaker Heights, OH Residents

Capital Advisors, Ltd. is dedicated to providing top-notch financial assistance to clients in Shaker Heights, OH. Whether someone is just starting out in their career or looking to retire, Capital Advisors offers a range of services to help them achieve their financial goals. For clients living in Shaker Heights, OH, there may be specific financial situations they are facing such as planning for college education expenses for their children or saving for retirement. Capital Advisors can assist in creating personalized plans to address these needs and help clients make informed decisions. Additionally, Shaker Heights, OH residents may have unique tax considerations or estate planning needs which Capital Advisors can help navigate. Overall, Capital Advisors, Ltd. prides itself on offering comprehensive financial guidance to clients in Shaker Heights, OH and helping them achieve financial success.

To view the Minimum Investment and Fee Schedule for Capital Advisors, Ltd., LLC, visit their Part 2 Brochure.

Services Offered by Capital Advisors, Ltd., LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Capital Advisors, Ltd., LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location Tower East, 20600 Chagrin Blvd #1115, Shaker Heights, OH 44122, USA
Phone (216) 295-7900
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Capital Advisors, Ltd., LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Florida
  • Georgia
  • Illinois
  • New Mexico
  • North Carolina
  • Ohio
  • South Carolina
  • Texas

Disciplinary History

Capital Advisors, Ltd., LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs