CAPITAL ADVISORS, LTD., LLC
CRD #153600 SEC #801-71559 SHAKER HEIGHTS, OH 216-295-7900
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
14
Clients
101
Accounts
1,045
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.2B | $1.2B | $670.5K | 14 | 1 |
| Sep 2025 | $1.2B | $1.2B | $670.5K | 14 | 1 |
| Apr 2025 | $1.2B | $1.2B | $670.5K | 14 | 1 |
| Mar 2025 | $1.2B | $1.2B | $670.5K | 14 | 1 |
| Mar 2025 | $1.2B | $1.2B | $670.5K | 14 | 1 |
| Oct 2024 | $1.1B | $1.1B | $595.4K | 14 | 1 |
| Mar 2024 | $1.1B | $1.1B | $595.4K | 14 | 1 |
| Mar 2024 | $1.1B | $1.1B | $595.4K | 14 | 1 |
| Oct 2023 | $956.8M | $956.2M | $521.5K | 13 | 0 |
| Mar 2023 | $956.8M | $956.2M | $521.5K | 13 | 0 |
| Mar 2023 | $956.8M | $956.2M | $521.5K | 13 | 0 |
| Nov 2022 | $1.1B | $1.1B | $2.6M | 13 | 0 |
| Nov 2022 | $1.1B | $1.1B | $2.6M | 13 | 0 |
| Nov 2022 | $1.1B | $1.1B | $2.6M | 13 | 0 |
| Mar 2022 | $1.1B | $1.1B | $2.6M | 13 | 0 |
| Mar 2022 | $1.1B | $1.1B | $2.6M | 13 | 0 |
| Oct 2021 | $856.2M | $849.1M | $7.1M | 12 | 0 |
| Mar 2021 | $856.2M | $849.1M | $7.1M | 12 | 0 |
| Mar 2021 | $856.2M | $849.1M | $7.1M | 12 | 0 |
| Oct 2020 | $769.8M | $761.1M | $8.7M | 13 | 0 |
| May 2020 | $769.8M | $761.1M | $8.7M | 13 | 0 |
| Feb 2020 | $769.8M | $761.1M | $8.7M | 13 | 0 |
| Jul 2019 | $701.6M | $694M | $7.6M | 13 | 0 |
| May 2019 | $701.6M | $694M | $7.6M | 13 | 0 |
| Mar 2019 | $701.6M | $694M | $7.6M | 13 | 0 |
| Oct 2018 | $703.8M | $691.6M | $12.2M | 13 | 0 |
| Aug 2018 | $703.8M | $691.6M | $12.2M | 13 | 0 |
| Jul 2018 | $703.8M | $691.6M | $12.2M | 13 | 0 |
| Mar 2018 | $703.8M | $691.6M | $12.2M | 13 | 0 |
| Feb 2017 | $595.5M | $584M | $11.5M | 12 | 200 |
| Feb 2017 | $595.5M | $584M | $11.5M | 12 | 200 |
| Jan 2017 | $595.5M | $584M | $11.5M | 12 | 200 |
| Oct 2016 | $454.9M | $444.4M | $10.5M | 12 | 200 |
| Apr 2016 | $454.9M | $444.4M | $10.5M | 12 | 200 |
| Mar 2016 | $454.9M | $444.4M | $10.5M | 12 | 200 |
| Oct 2015 | $483.6M | $473M | $10.6M | 12 | 200 |
| Apr 2015 | $483.6M | $473M | $10.6M | 12 | 200 |
| Jan 2015 | $483.6M | $473M | $10.6M | 12 | 200 |
| Mar 2014 | $440.1M | $407.5M | $32.6M | 12 | 200 |
| Feb 2014 | $440.1M | $407.5M | $32.6M | 12 | 200 |
| Apr 2013 | $375.4M | $343.4M | $32M | 12 | 200 |
| Mar 2013 | $375.4M | $343.4M | $32M | 12 | 200 |
| Mar 2013 | $375.4M | $343.4M | $32M | 12 | 200 |
| Aug 2012 | $311.4M | $282.3M | $29.1M | 11 | 200 |
| Jul 2012 | $311.4M | $282.3M | $29.1M | 11 | 200 |
| Jan 2012 | $311.4M | $282.3M | $29.1M | 11 | 200 |
| Jun 2011 | $303.2M | $272.8M | $30.4M | -- | -- |
| Oct 2010 | $79.7M | $79.7M | $0 | -- | -- |
| Oct 2010 | $79.7M | $79.7M | $0 | -- | -- |
| Jun 2010 | $0 | $0 | $0 | 10 | -- |
| Jun 2010 | $0 | $0 | $0 | 10 | -- |
| Jun 2010 | $0 | $0 | $0 | 10 | -- |
DateDec 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$670.5K
Employees14
Clients1
DateSep 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$670.5K
Employees14
Clients1
DateApr 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$670.5K
Employees14
Clients1
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$670.5K
Employees14
Clients1
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$670.5K
Employees14
Clients1
DateOct 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$595.4K
Employees14
Clients1
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$595.4K
Employees14
Clients1
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$595.4K
Employees14
Clients1
DateOct 2023
Total AUM$956.8M
Discretionary$956.2M
Non-Disc.$521.5K
Employees13
Clients0
DateMar 2023
Total AUM$956.8M
Discretionary$956.2M
Non-Disc.$521.5K
Employees13
Clients0
DateMar 2023
Total AUM$956.8M
Discretionary$956.2M
Non-Disc.$521.5K
Employees13
Clients0
DateNov 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.6M
Employees13
Clients0
DateNov 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.6M
Employees13
Clients0
DateNov 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.6M
Employees13
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.6M
Employees13
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.6M
Employees13
Clients0
DateOct 2021
Total AUM$856.2M
Discretionary$849.1M
Non-Disc.$7.1M
Employees12
Clients0
DateMar 2021
Total AUM$856.2M
Discretionary$849.1M
Non-Disc.$7.1M
Employees12
Clients0
DateMar 2021
Total AUM$856.2M
Discretionary$849.1M
Non-Disc.$7.1M
Employees12
Clients0
DateOct 2020
Total AUM$769.8M
Discretionary$761.1M
Non-Disc.$8.7M
Employees13
Clients0
DateMay 2020
Total AUM$769.8M
Discretionary$761.1M
Non-Disc.$8.7M
Employees13
Clients0
DateFeb 2020
Total AUM$769.8M
Discretionary$761.1M
Non-Disc.$8.7M
Employees13
Clients0
DateJul 2019
Total AUM$701.6M
Discretionary$694M
Non-Disc.$7.6M
Employees13
Clients0
DateMay 2019
Total AUM$701.6M
Discretionary$694M
Non-Disc.$7.6M
Employees13
Clients0
DateMar 2019
Total AUM$701.6M
Discretionary$694M
Non-Disc.$7.6M
Employees13
Clients0
DateOct 2018
Total AUM$703.8M
Discretionary$691.6M
Non-Disc.$12.2M
Employees13
Clients0
DateAug 2018
Total AUM$703.8M
Discretionary$691.6M
Non-Disc.$12.2M
Employees13
Clients0
DateJul 2018
Total AUM$703.8M
Discretionary$691.6M
Non-Disc.$12.2M
Employees13
Clients0
DateMar 2018
Total AUM$703.8M
Discretionary$691.6M
Non-Disc.$12.2M
Employees13
Clients0
DateFeb 2017
Total AUM$595.5M
Discretionary$584M
Non-Disc.$11.5M
Employees12
Clients200
DateFeb 2017
Total AUM$595.5M
Discretionary$584M
Non-Disc.$11.5M
Employees12
Clients200
DateJan 2017
Total AUM$595.5M
Discretionary$584M
Non-Disc.$11.5M
Employees12
Clients200
DateOct 2016
Total AUM$454.9M
Discretionary$444.4M
Non-Disc.$10.5M
Employees12
Clients200
DateApr 2016
Total AUM$454.9M
Discretionary$444.4M
Non-Disc.$10.5M
Employees12
Clients200
DateMar 2016
Total AUM$454.9M
Discretionary$444.4M
Non-Disc.$10.5M
Employees12
Clients200
DateOct 2015
Total AUM$483.6M
Discretionary$473M
Non-Disc.$10.6M
Employees12
Clients200
DateApr 2015
Total AUM$483.6M
Discretionary$473M
Non-Disc.$10.6M
Employees12
Clients200
DateJan 2015
Total AUM$483.6M
Discretionary$473M
Non-Disc.$10.6M
Employees12
Clients200
DateMar 2014
Total AUM$440.1M
Discretionary$407.5M
Non-Disc.$32.6M
Employees12
Clients200
DateFeb 2014
Total AUM$440.1M
Discretionary$407.5M
Non-Disc.$32.6M
Employees12
Clients200
DateApr 2013
Total AUM$375.4M
Discretionary$343.4M
Non-Disc.$32M
Employees12
Clients200
DateMar 2013
Total AUM$375.4M
Discretionary$343.4M
Non-Disc.$32M
Employees12
Clients200
DateMar 2013
Total AUM$375.4M
Discretionary$343.4M
Non-Disc.$32M
Employees12
Clients200
DateAug 2012
Total AUM$311.4M
Discretionary$282.3M
Non-Disc.$29.1M
Employees11
Clients200
DateJul 2012
Total AUM$311.4M
Discretionary$282.3M
Non-Disc.$29.1M
Employees11
Clients200
DateJan 2012
Total AUM$311.4M
Discretionary$282.3M
Non-Disc.$29.1M
Employees11
Clients200
DateJun 2011
Total AUM$303.2M
Discretionary$272.8M
Non-Disc.$30.4M
Employees--
Clients--
DateOct 2010
Total AUM$79.7M
Discretionary$79.7M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$79.7M
Discretionary$79.7M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--