CAPITAL ADVISORS LTD. Overview
Capital Advisors Ltd. Llc is an investment advisor that manages 483.6 MM dollars in regulatory AUM and has 12 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 06/30/19. The fund's latest filing disclosed 354MM in positions, representing 73% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 06/30/19. The fund's latest filing disclosed 354MM in positions, representing 73% of the manager's regulatory AUM.
CAPITAL ADVISORS LTD. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CAPITAL ADVISORS LTD. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 9.22% | ETF | 1.78% | 0% | 0 | 26% | ||
| IWF | 6.65% | ETF | 1.79% | -0.01% | 0 | 7% | ||
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FEATURED IN
CAPITAL ADVISORS LTD. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Mark A. Ciulla | Chief Compliance Officer, Managing Director, And Co-Managing Member | April-2010 |
| Neil R. Waxman | Managing Director, And Co-Managing Member | April-2010 |
| Patrick T. Hanratty | Managing Director, And Elected Co-Managing Member | April-2010 |
CAPITAL ADVISORS LTD. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CAPITAL ADVISORS LTD. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Capital Advisors may utilize the following methods of security analysis:
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Capital Advisors may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities sold within thirty (30) days)
Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
...
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A. Capital Advisors may utilize the following methods of security analysis:
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Capital Advisors may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities sold within thirty (30) days)
Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
...
Unlock Full Investment Process Description
CAPITAL ADVISORS LTD. Portfolio Concentration
CAPITAL ADVISORS LTD. Location
20600 CHAGRIN BLVD SUITE 1115
SHAKER HEIGHTS, Ohio
UNITED STATES, 44122
SHAKER HEIGHTS, Ohio
UNITED STATES, 44122
CAPITAL ADVISORS LTD. Contact Information
Phone Number: 216-295-7900
Fax Number: 216-295-8300
Website: http://www.capitaladvisorsltd.com
Fax Number: 216-295-8300
Website: http://www.capitaladvisorsltd.com
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