CRD: 153600
Capital Advisors, Ltd., LLC
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- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- 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).
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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