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- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-10-2010
- Office Locations
- 1
Office Locations
About Capital Advisors, Ltd., LLC
Capital Advisors, Ltd. is an independent fiduciary wealth manager providing integrated investment planning and comprehensive financial planning—retirement, estate, executive, business succession, and insurance/risk management—for successful individuals and families. The firm uses a dedicated ensemble “financial council” approach to coordinate with clients’ other advisors. Differentiator: proprietary CFM Cash Flow Model/CFM Horizon planning and reporting that can incorporate held-away assets (e.g., Schwab/Pershing).
Reported data analysis
What the numbers show
Between December 17, 2025 and August 27, 2026, reported AUM increased 9.7%, from $1.2B to $1.4B.
Across 5 reported observations, AUM increased 27.1% between November 22, 2022 and August 27, 2026, from $1.1B to $1.4B.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 11 advisory representatives and 1,106 clients, or 100.5 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on August 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Capital Advisors, Ltd., LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK ANTHONY CIULLA
MANAGING DIRECTOR
- CRD
- #1655662
- Ownership
- 50% but less than 75%
NEIL RAY WAXMAN
Managing Director
- CRD
- #1219415
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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ZACHARY ALAN ABRAMS
Advisor
- CRD
- #5062672
Jacob Baucco
Investment Associate
- CRD
- #7578824
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,366,015,222 | $1,236,213 |
| Non-Discretionary | $821,986 | $821,986 |
| Total | $1,366,837,208 | $1,235,838 |
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Separately Managed Accounts
SMA allocation detail is available
Capital Advisors, Ltd., LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Capital Advisors, Ltd., LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.