Capital Advisors, LTD. LLC
Capital Advisors, Ltd., LLC is an Ohio-based registered investment adviser firm founded in 1999. Headquartered in Shaker Heights, Ohio, the firm employs 14 people and manages investments for a range of clients including individuals (high net worth and others), pension plans, charitable organizations, and businesses. They provide comprehensive investment management and financial advisory services tailored to the needs of their clients.
Investment Strategy
Capital Advisors, Ltd., LLC employs a client-focused investment strategy, primarily offering discretionary investment advisory services. The firm constructs customized portfolios primarily for high net worth individuals and other clients, investing across public equities and fixed income securities. Their philosophy emphasizes long-term growth and diligent risk management, using strategic asset allocation within individually tailored accounts. The firm does not currently advise pooled funds or institutional clients but serves a mix of individuals and select organizations.
Top Holdings
Equity Positions (1,309)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 9.01% | $79.8M | 119,804 | $225.87 | $666.18 | +$6.1M |
I IWF | ISHARES TR | 7.73% | $68.4M | 146,073 | $108.92 | $468.41 | +$5.8M |
V VTI | VANGUARD INDEX FDS | 3.87% | $34.3M | 104,488 | $195.47 | $328.17 | +$9.4M |
V VIG | VANGUARD SPECIALIZED FUNDS | 3.65% | $32.4M | 149,949 | $94.80 | $215.79 | +$1.5M |
Q QUAL | ISHARES TR | 3.63% | $32.1M | 165,220 | $116.88 | $194.50 | +$2.0M |