CAPITALA INVESTMENT ADVISORS, LLC
CRD #166301 SEC #801-77467 CHARLOTTE, NC 704-376-5502
SEC Registered Private Funds
Total AUM
$346.6M
Discretionary
$346.6M
Employees
22
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $346.6M | $346.6M | $0 | 22 | 0 |
| Mar 2020 | $448.7M | $448.7M | $0 | 31 | 0 |
| Nov 2019 | $516M | $516M | $0 | 26 | 0 |
| Apr 2019 | $516M | $516M | $0 | 26 | 0 |
| Mar 2018 | $557.4M | $557.4M | $0 | 24 | 0 |
| May 2017 | $607.2M | $607.2M | $0 | 22 | 1 |
| Mar 2017 | $607.2M | $607.2M | $0 | 22 | 1 |
| Oct 2016 | $641M | $641M | $0 | 19 | 1 |
| Mar 2016 | $626.6M | $626.6M | $0 | 21 | 1 |
| Sep 2015 | $660.7M | $660.7M | $0 | 26 | 1 |
| Jul 2015 | $660.7M | $660.7M | $0 | 26 | 1 |
| Mar 2015 | $660.7M | $660.7M | $0 | 26 | 1 |
| Jan 2015 | $583.8M | $583.8M | $0 | 13 | 1 |
| Mar 2014 | $583.8M | $583.8M | $0 | 13 | 1 |
| Nov 2013 | $31.6M | $30.4M | $1.3M | 13 | 1 |
| Sep 2013 | $31.6M | $30.4M | $1.3M | 13 | 1 |
| Jul 2013 | $31.6M | $30.4M | $1.3M | 13 | 1 |
| Dec 2012 | $31.6M | $30.4M | $1.3M | 13 | 1 |
DateMar 2021
Total AUM$346.6M
Discretionary$346.6M
Non-Disc.$0
Employees22
Clients0
DateMar 2020
Total AUM$448.7M
Discretionary$448.7M
Non-Disc.$0
Employees31
Clients0
DateNov 2019
Total AUM$516M
Discretionary$516M
Non-Disc.$0
Employees26
Clients0
DateApr 2019
Total AUM$516M
Discretionary$516M
Non-Disc.$0
Employees26
Clients0
DateMar 2018
Total AUM$557.4M
Discretionary$557.4M
Non-Disc.$0
Employees24
Clients0
DateMay 2017
Total AUM$607.2M
Discretionary$607.2M
Non-Disc.$0
Employees22
Clients1
DateMar 2017
Total AUM$607.2M
Discretionary$607.2M
Non-Disc.$0
Employees22
Clients1
DateOct 2016
Total AUM$641M
Discretionary$641M
Non-Disc.$0
Employees19
Clients1
DateMar 2016
Total AUM$626.6M
Discretionary$626.6M
Non-Disc.$0
Employees21
Clients1
DateSep 2015
Total AUM$660.7M
Discretionary$660.7M
Non-Disc.$0
Employees26
Clients1
DateJul 2015
Total AUM$660.7M
Discretionary$660.7M
Non-Disc.$0
Employees26
Clients1
DateMar 2015
Total AUM$660.7M
Discretionary$660.7M
Non-Disc.$0
Employees26
Clients1
DateJan 2015
Total AUM$583.8M
Discretionary$583.8M
Non-Disc.$0
Employees13
Clients1
DateMar 2014
Total AUM$583.8M
Discretionary$583.8M
Non-Disc.$0
Employees13
Clients1
DateNov 2013
Total AUM$31.6M
Discretionary$30.4M
Non-Disc.$1.3M
Employees13
Clients1
DateSep 2013
Total AUM$31.6M
Discretionary$30.4M
Non-Disc.$1.3M
Employees13
Clients1
DateJul 2013
Total AUM$31.6M
Discretionary$30.4M
Non-Disc.$1.3M
Employees13
Clients1
DateDec 2012
Total AUM$31.6M
Discretionary$30.4M
Non-Disc.$1.3M
Employees13
Clients1