CAPITALA PRIVATE ADVISORS, LLC

4201 Congress Street Suite 360
Charlotte, North Carolina 28209
Tel: 704-376-5502

About CAPITALA PRIVATE ADVISORS, LLC

CAPITALA PRIVATE ADVISORS, LLC, formally registered with the SEC as CAPITALA PRIVATE ADVISORS, LLC. The firm was established in 06/16/2016. They have over 2 offices throughout the country.

CAPITALA PRIVATE ADVISORS, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $474,099,000 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283527
SEC#	801-107897
Assets Managed by Firm	$474,099,000
No. of Clients	6
No. of Advisors	17

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$474,099,000

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