CAPITAL ADVISORS, LLC
CRD #126748 SEC #801-108032 SOUTHBOROUGH, MA 508-229-3610
SEC Registered
Total AUM
$165.8M
Discretionary
$165.8M
Employees
3
Clients
0
Accounts
229
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $165.8M | $165.8M | $0 | 3 | 2 |
| Jun 2020 | $148.9M | $148.9M | $0 | 3 | 2 |
| Jun 2020 | $148.9M | $148.9M | $0 | 3 | 2 |
| Apr 2020 | $148.9M | $148.9M | $0 | 3 | 2 |
| Mar 2020 | $148.9M | $148.9M | $0 | 3 | 2 |
| Mar 2019 | $126.5M | $126.5M | $0 | 3 | 2 |
| Mar 2018 | $132.7M | $132.7M | $0 | 3 | 2 |
| Mar 2017 | $118M | $118M | $0 | 3 | 100 |
| Nov 2016 | $105.4M | $105M | $314K | 3 | 100 |
| Jun 2016 | $105.4M | $105M | $314K | 3 | 100 |
| Apr 2012 | $48.1M | $47.2M | $869.4K | 1 | 26 |
| Mar 2012 | $48.1M | $47.2M | $869.4K | 1 | 26 |
| Mar 2012 | $48.1M | $47.2M | $869.4K | 1 | 26 |
| Feb 2007 | $53.1M | $52.3M | $826.9K | 5 | -- |
| Jan 2006 | $49.9M | $49.7M | $208.8K | 5 | -- |
| Apr 2004 | $33.6M | $33.6M | $0 | 5 | -- |
| Apr 2004 | $33.6M | $33.6M | $0 | 5 | -- |
DateMar 2021
Total AUM$165.8M
Discretionary$165.8M
Non-Disc.$0
Employees3
Clients2
DateJun 2020
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees3
Clients2
DateJun 2020
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees3
Clients2
DateApr 2020
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees3
Clients2
DateMar 2020
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees3
Clients2
DateMar 2019
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees3
Clients2
DateMar 2018
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees3
Clients2
DateMar 2017
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees3
Clients100
DateNov 2016
Total AUM$105.4M
Discretionary$105M
Non-Disc.$314K
Employees3
Clients100
DateJun 2016
Total AUM$105.4M
Discretionary$105M
Non-Disc.$314K
Employees3
Clients100
DateApr 2012
Total AUM$48.1M
Discretionary$47.2M
Non-Disc.$869.4K
Employees1
Clients26
DateMar 2012
Total AUM$48.1M
Discretionary$47.2M
Non-Disc.$869.4K
Employees1
Clients26
DateMar 2012
Total AUM$48.1M
Discretionary$47.2M
Non-Disc.$869.4K
Employees1
Clients26
DateFeb 2007
Total AUM$53.1M
Discretionary$52.3M
Non-Disc.$826.9K
Employees5
Clients--
DateJan 2006
Total AUM$49.9M
Discretionary$49.7M
Non-Disc.$208.8K
Employees5
Clients--
DateApr 2004
Total AUM$33.6M
Discretionary$33.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$33.6M
Discretionary$33.6M
Non-Disc.$0
Employees5
Clients--