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 09/30/16. The fund's latest filing disclosed 227MM in positions, representing 47% of the manager's regulatory AUM.

CAPITAL ADVISORS LTD. StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAPITAL ADVISORS LTD. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 10.45% ETF 3.84% 0% 0 29%
IWF 6.46% ETF 1.19% -0.17% 0 8%
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FEATURED IN
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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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CAPITAL ADVISORS LTD. Portfolio Concentration

CAPITAL ADVISORS LTD. Location

20600 CHAGRIN BLVD SUITE 1115
SHAKER HEIGHTS, Ohio
UNITED STATES, 44122

CAPITAL ADVISORS LTD. Contact Information

Phone Number: 216-295-7900
Fax Number: 216-295-8300
Website:

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