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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GERULSKIS, GARY, ANTHONY | I | MEMBER, FOUNDER & CHIEF COMPLIANCE OFFICER | E | Control |
| GERULSKIS, GARY, ANTHONY | I | MEMBER, FOUNDER & CHIEF COMPLIANCE OFFICER | E | Control |
| GERULSKIS, GARY, ANTHONY | I | MEMBER, FOUNDER & CHIEF COMPLIANCE OFFICER | E | Control |
| GERULSKIS, GARY, ANTHONY | I | MEMBER, FOUNDER & CHIEF COMPLIANCE OFFICER | E | Control |
| GERULSKIS, GARY, ANTHONY | I | MEMBER, FOUNDER & CHIEF COMPLIANCE OFFICER | E | Control |
| GERULSKIS, GARY, ANTHONY | I | MEMBER, FOUNDER & CHIEF COMPLIANCE OFFICER | E | Control |
| GERULSKIS, GARY, ANTHONY | I | MEMBER, FOUNDER & CHIEF COMPLIANCE OFFICER | E | Control |
| GERULSKIS, GARY, ANTHONY | I | MEMBER, FOUNDER & CHIEF COMPLIANCE OFFICER | E | Control |
| GERULSKIS, GARY, ANTHONY | I | MEMBER, FOUNDER & CHIEF COMPLIANCE OFFICER | E | Control |
| GERULSKIS, GARY, ANTHONY | I | MEMBER, FOUNDER & CHIEF COMPLIANCE OFFICER | E | Control |
| GERULSKIS, GARY, ANTHONY | I | MEMBER, FOUNDER & CHIEF COMPLIANCE OFFICER | E | Control |
| GERULSKIS, GARY, ANTHONY | I | MEMBER, FOUNDER & CHIEF COMPLIANCE OFFICER | E | Control |
| GERULSKIS, GARY, ANTHONY | I | MEMBER, FOUNDER & CHIEF COMPLIANCE OFFICER | E | Control |
| GERULSKIS, GARY, ANTHONY | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| GERULSKIS, GARY, ANTHONY | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| GERULSKIS, GARY, ANTHONY | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| GERULSKIS, GARY, ANTHONY | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| WENNING, BRENDA, PHILBRICK | I | MEMBER | C | Control |
| WENNING, BRENDA, PHILBRICK | I | MEMBER | C | Control |
| WENNING, BRENDA, PHILBRICK | I | EXECUTIVE VICE PRESIDENT | C | Control |
| WENNING, BRENDA, PHILBRICK | I | MEMBER | C | Control |
Registrations
Federal
IA
Mar 17, 2021 REGISTERED
Notice Filings (3)
MA NH TX
Address
132 TURNPIKE ROADSUITE 100
SOUTHBOROUGH, MA 01772
United States
Phone: 508-229-3610