CAPITALA PRIVATE ADVISORS, LLC
CRD #283527 SEC #801-107897 CHARLOTTE, NC 704-376-5502
SEC Registered Private Funds
Total AUM
$493.7M
Discretionary
$431.9M
Employees
17
Clients
--
Accounts
9
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 17, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALALA, JOSEPH, BASIL | I | MEMBER/PRESIDENT/CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | MEMBER/PRESIDENT/CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | MEMBER/PRESIDENT/CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | MEMBER/PRESIDENT/CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | MEMBER/PRESIDENT/CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | PRESIDENT/CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | MEMBER/PRESIDENT/CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | PRESIDENT/CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | PRESIDENT/CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | PRESIDENT/CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | PRESIDENT/CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | CEO | NA | Control |
| ALALA, JOSEPH, BASIL | I | CEO | NA | Control |
| ARNALL, STEVE | I | CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| ARNALL, STEVE | I | PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| BROYHILL, MARKHAM, HUNT | I | PARTNER | NA | Control |
| KOONTS, KEVIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOONTS, KEVIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOONTS, KEVIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOONTS, KEVIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOONTS, KEVIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOONTS, KEVIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOONTS, KEVIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOONTS, KEVIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOONTS, KEVIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOONTS, KEVIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOONTS, KEVIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOONTS, KEVIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOONTS, KEVIN | I | CCO | NA | Control |
| KOONTS, KEVIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOONTS, KEVIN | I | CCO | NA | Control |
| KOONTS, KEVIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOONTS, KEVIN | I | CCO | NA | Control |
| KOONTS, KEVIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOONTS, KEVIN | I | CCO | NA | Control |
| KOONTS, KEVIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOONTS, KEVIN | I | CCO | NA | Control |
| KOONTS, KEVIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOONTS, KEVIN | I | CCO | NA | Control |
| KOONTS, KEVIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOONTS, KEVIN | I | CCO | NA | Control |
| KOONTS, KEVIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOONTS, KEVIN | I | CCO | NA | Control |
| MCGLINN, JOHN, FRANCIS | I | CHIEF OPERATING OFFICER | NA | Control |
| MCGLINN, JOHN, FRANCIS | I | CHIEF OPERATING OFFICER | NA | Control |
| MCGLINN, JOHN, FRANCIS | I | CHIEF OPERATING OFFICER | NA | Control |
| MCGLINN, JOHN, FRANCIS | I | CHIEF OPERATING OFFICER | NA | Control |
| MCGLINN, JOHN, FRANCIS | I | CHIEF OPERATING OFFICER | NA | Control |
| MCGLINN, JOHN, FRANCIS | I | CHIEF OPERATING OFFICER | NA | Control |
| VIPPERMAN, IANTHE, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VIPPERMAN, IANTHE, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VIPPERMAN, IANTHE, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VIPPERMAN, IANTHE, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VIPPERMAN, IANTHE, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VIPPERMAN, IANTHE, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHEELAHAN, RICHARD, GERARD | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | |
| WHEELAHAN, RICHARD, GERARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHEELAHAN, RICHARD, GERARD | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | |
| WHEELAHAN, RICHARD, GERARD | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | |
| WHEELAHAN, RICHARD, GERARD | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | |
| WHEELAHAN, RICHARD, GERARD | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | ELECTED MANAGER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
| CAPITALA INVESTMENT ADVISORS, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| BROYHILL, MARKHAM, HUNT | I | ATLAS CAPITALA INVESTMENTS, LLC | F | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| ATLAS CAPITALA INVESTMENTS, LLC | DE | CAPITALA INVESTMENT ADVISORS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
| CAPITALA TRUST | DE | ATLAS CAPITALA INVESTMENTS, LLC | E | Control |
Registrations
Federal
IA
Apr 17, 2025 REGISTERED
Notice Filings (7)
CA FL GA NC NY TX VA
Address
4201 CONGRESS STREET SUITE 360CHARLOTTE, NC 28209
United States
Phone: 704-376-5502