CAPITAL ADVISORS, LTD., LLC

20600 Chagrin Blvd Suite 1115
Shaker Heights, Ohio 44122
Tel: 216-295-7900

About CAPITAL ADVISORS, LTD., LLC

CAPITAL ADVISORS, LTD, LLC, formally registered with the SEC as CAPITAL ADVISORS, LTD, LLC. The firm was established in 06/10/2010. They have over 11 offices throughout the country.

CAPITAL ADVISORS, LTD., LLC is a Shaker Heights, Ohio based Financial Planning firm with nearly $1,129,477,969 assets under management, offering retirement planning & investment advisory services to 995 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153600
SEC#	801-71559
Assets Managed by Firm	$1,129,477,969
No. of Clients	995
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	995	$1,129,477,969
Individuals (other than high net worth individuals)	476	$85,169,583
High net worth individuals	485	$1,001,555,248
Pension and profit sharing plans	11	$16,218,954
Charitable organizations	7	$8,264,794
Corporations or other businesses	14	$18,269,390

More Retirement Planning firms in Shaker Heights, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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