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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-1997
- Office Locations
- 1
Office Locations
About Capital Advisors
Capital Advisors is a fiduciary wealth management firm providing financial planning and customized portfolio management, built around each client’s investment policy statement and risk tolerances. The team blends CFP®-led planning with CFA®-driven investment research, trading, and portfolio strategy oversight to monitor market data and allocations. Investment implementation includes ETF-based portfolios, and the firm publishes regular market outlooks.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 21 clients, or 21 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on August 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Services
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Owner & Executives
CHRISTOPHER JAMES HODEL
--
- CRD
- --
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Capital Advisors has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
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Capital Advisors's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.