Overview
Assets Under Management: $133 million
Headquarters: SOUTHBOROUGH, MA
High-Net-Worth Clients: 33
Average Client Assets: $2.8 million
Frequently Asked Questions
CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126748), CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
CAPITAL ADVISORS, LLC is headquartered in SOUTHBOROUGH, MA.
CAPITAL ADVISORS, LLC serves 33 high-net-worth clients according to their SEC filing dated March 07, 2018. View client details ↓
According to their SEC Form ADV, CAPITAL ADVISORS, LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CAPITAL ADVISORS, LLC manages $133 million in client assets according to their SEC filing dated March 07, 2018.
According to their SEC Form ADV, CAPITAL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.20%
Average Client Assets: $2.8 million
Total Client Accounts: 218
Discretionary Accounts: 218
Regulatory Filings
CRD Number: 126748
Filing ID: 1182895
Last Filing Date: 2018-03-07 11:57:00