Capital Advisors, LTD., LLC

$1.37BAssets under management
as of Aug 2026 · SEC Form ADV
Shaker Heights, OH
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Tech stack

No one at Capital Advisors, LTD., LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $707M held · filed Oct 2024
Schwab
Per Form ADV · $388M held · filed Oct 2024