Investment adviser · CRD 126748

CAPITAL ADVISORS, LLC

Investment adviser filing (IA)

SOUTHBOROUGH, MA, United States · Form ADV filed Mar 16, 2021

Regulatory AUM
$166M
Form ADV · Item 5.F
Client accounts
229
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals50$126,859,11876.5%
Individuals52$18,781,06811.3%
Corporations & businessesFewer than 5$9,718,4755.9%
Charities8$9,064,7855.5%
Retirement plansFewer than 5$1,381,7420.8%
Filing source

Form ADV 1498919 · Mar 16, 2021 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 16, 2021. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

132 TURNPIKE ROAD, SUITE 100
SOUTHBOROUGH, MA, 01772, United States

CRD 126748

Filing source

Form ADV 1498919 · Mar 16, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.