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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Asset Classes
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Technology
Owner & Executives
CHRISTOPHER JAMES HODEL
--
- CRD
- --
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| 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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