Capital Advisors is an investment advisor in Shaker Heights with $1.08 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
341884035
SEC advisor number
801-71559
FINRA CRD number
153600
AUM ?
$1.13 bn
(as of 29 Mar 24)
Accounts
995
(as of 29 Mar 24)
Employees
14
(11 investment advisory or research)
Address
Capital Advisors
20600 CHAGRIN BLVD
SUITE 1115
SHAKER HEIGHTS
OH 44122
20600 CHAGRIN BLVD
SUITE 1115
SHAKER HEIGHTS
OH 44122
Phone
2162957900
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22