Assets Under Management
$1.2B
Number of Clients
1,045
Number of Advisors
10
Average Client AUM
$1.2M
AUM per Advisor
$124.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capital Advisors provides investment advisory services on a discretionary or non-discretionary fee basis, and financial planning and consulting services. They determine client investment objectives and invest assets accordingly, providing ongoing monitoring and review. They may also provide financial planning on a stand-alone basis.
20600 Chagrin Blvd Suite 1115, Shaker Heights, OH, 44122