firm profile
Capital Advisors, Ltd., LLC
Overview
Capital Advisors, Ltd., LLC is an SEC registered investment adviser based in Shaker Heights, OH, registered since 2010. It reports $1.4B in assets under management across 1,106 accounts, with 14 employees. It has 9 investment adviser representatives.
- Reported AUM
- $1.4B
- Discretionary
- 100%
- Accounts
- 1,106
- Average account
- $1.2M
- Employees
- 14
- Advisory reps
- 9
- Registered since
- 2010
- Jurisdictions
- 12
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 3
- Mark Anthony Ciulla Chief Compliance Officer, Managing Director, Co-Managing Member CRD 1655662
- Neil Ray Waxman Managing Director, Co-Managing Member CRD 1219415
- Patrick T Hanratty Managing Director, Elected Co-Managing Member CRD 2434573
Advisory reps 3 of 9
- Zachary Alan Abrams Registered Rep · Investment Adviser Rep CRD 5062672
- Mark A Ciulla Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1655662
- Melissa Sue Costello Registered Rep · Investment Adviser Rep CRD 4775249
6 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 20600 Chagrin Blvd Ste 1115
Shaker Heights, OH 44122 - County
- Cuyahoga
- Metro area
- Cleveland-Elyria, OH
- Region
- Midwest
Registrations
- SEC registered
- Registered in 12 jurisdictions
- Website: capitaladvisorsltd.com
Every state, with registration dates
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- Clearstead; Hartland & Co., LLC; Clearstead Advisory SolutionsCleveland, OH$33.9B AUM
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