CAPITAL ADVISORS, LLC
Total AUM
$48.1M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
SOUTHBOROUGH PLACE
136 TURNPIKE ROAD, SUITE 120
SOUTHBOROUGH
MA 01772
United States
136 TURNPIKE ROAD, SUITE 120
SOUTHBOROUGH
MA 01772
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
508-229-3610
Financials
Total AUM
$48.1M
Accounts
162Discretionary
$47.2M
Accounts
152Non-Discretionary
$869.4K
Accounts
10
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ADVISED ASSETS
Compliance
Disclosures
None reported
State Registrations
MANHTX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.