CAPITAL ADVISORS, LLC
Total AUM
$165.8M
Employees
3Clients
112Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
132 TURNPIKE ROAD
SUITE 100
SOUTHBOROUGH
MA 01772
United States
SUITE 100
SOUTHBOROUGH
MA 01772
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
508-229-3610
Financials
Total AUM
$165.8M
Accounts
229Discretionary
$165.8M
Accounts
229Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
52AUM
$18.8M
HNW Individual Clients
50AUM
$126.9M
Pension/Profit Sharing Plan Clients
1AUM
$1.4M
Charitable Organization Clients
8AUM
$9.1M
Corporation or Business Clients
1AUM
$9.7M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT
Compliance
Disclosures
None reported
State Registrations
MANHTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.