Robert Michael Holub

CFA · CFP

Capital Analysts

22 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Capital Analysts

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

685 advisors

Number of Clients

17,698 clients

Average Client Portfolio

$492K average

Assets Under Management

$8.7B

Fee Structure

Financial Planning:Included in AUM fee

Location

1115 Tower East, 20600 Chagrin Boulevard, Shaker Heights, OH, 44122

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Robert is the Chief Investment Strategist at Capital Advisors LTD, LLC, supporting partners in financial planning activities. This role takes nearly full-time hours.