A complete list of active advisors currently associated with Capital Advisors, Ltd., LLC
Warmer can help you find a great advisor at Capital Advisors, Ltd., LLC or one who fits your needs even better.
Capital Advisors provides discretionary and non‑discretionary investment management and financial planning to individuals (including high‑net‑worth clients), business entities, trusts, estates, and retirement plans, managing roughly $1.37 billion for just over 1,000 clients. The firm also advises ERISA and individual retirement plans and can deliver stand‑alone planning and consulting services when requested. Portfolios are constructed around client objectives and typically use mutual funds, exchange‑traded funds, individual equities and bonds, with ongoing monitoring, rebalancing, and cash managed as an asset class; the firm will implement margin, options or short‑selling strategies at a client’s direction. Capital Advisors also uses AI tools under a formal AI policy for analysis and reporting, with human review, vendor due diligence and limits on sharing nonpublic information. Notable distinctions include that many firm representatives are also registered representatives of a broker‑dealer and licensed insurance agents and can implement commission‑based products, and the firm engages third‑party promoters for client introductions—arrangements the brochure discloses as potential conflicts of interest. The firm offers comprehensive aggregation/reporting of external assets through a third‑party service, provides certain custody‑type services (e.g., bill‑paying, trustee roles) that trigger annual surprise CPA examinations, and states it does not recommend cryptocurrency investments.
To learn more about the advisors currently working at Capital Advisors, Ltd., LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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