Insights

Large transaction history Capital Advisors has completed more than $15 billion in transactions across the United States, indicating deep deal flow and a strong referral network that sales teams can leverage for cross-selling mortgage banking and investment sales services.

Diverse lending sources The company works with a broad mix of lenders including insurance companies, pension funds, GSEs (Fannie Mae, Freddie Mac, HUD), banks, CTLs, and CMBS lenders, presenting multiple cross-selling opportunities for financing programs and loan servicing services.

Active regional footprint With production offices in multiple Southeastern markets (Charlotte, Raleigh, Columbia, Greenville, Atlanta, Jacksonville, Birmingham) Capital Advisors can target regional growth opportunities and expanded service offerings to local real estate developers and investors.

Servicing capabilities In addition to origination and sales, the firm services $1.1 billion for insurance company lenders, suggesting potential upsell in loan servicing, special assets, and portfolio management for current clients.

Awarded credibility Recent industry recognition as National Broker & Lender of the Year reinforces credibility with potential clients and lenders, aiding outreach for new mandates, joint ventures, and expanded lending programs.

Capital Advisors, Inc. Tech Stack

Capital Advisors, Inc. uses 1 technology products and services including Afternic, and more. Explore Capital Advisors, Inc.'s tech stack below.

  • Afternic
    E-commerce

Capital Advisors, Inc.'s Email Address Formats

Capital Advisors, Inc. uses at least 1 format(s):
Capital Advisors, Inc. Email FormatsExamplePercentage
First.Last@capadvisors.comJohn.Doe@capadvisors.com
88%
FirstLast@capadvisors.comJohnDoe@capadvisors.com
12%

Frequently Asked Questions

What is Capital Advisors, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact Capital Advisors, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Capital Advisors, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Capital Advisors, Inc.'s official website is capadvisors.com and has social profiles on LinkedIn.

What is Capital Advisors, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign icon
Capital Advisors, Inc.'s SIC code is 6163 - Loan Brokers NAICS code is 52 - Finance and Insurance.

How many employees does Capital Advisors, Inc. have currently?

Minus sign iconPlus sign icon
As of July 2026, Capital Advisors, Inc. has approximately 15 employees across 1 continents, including North America. Key team members include Client Service Specialist: H. C.Client Service Specialist: L. Y.Client Service Specialist: N. A.. Explore Capital Advisors, Inc.'s employee directory with LeadIQ.

What industry does Capital Advisors, Inc. belong to?

Minus sign iconPlus sign icon
Capital Advisors, Inc. operates in the Financial Services industry.

What technology does Capital Advisors, Inc. use?

Minus sign iconPlus sign icon
Capital Advisors, Inc.'s tech stack includes Afternic.

What is Capital Advisors, Inc.'s email format?

Minus sign iconPlus sign icon
Capital Advisors, Inc.'s email format typically follows the pattern of First.Last@capadvisors.com. Find more Capital Advisors, Inc. email formats with LeadIQ.

When was Capital Advisors, Inc. founded?

Minus sign iconPlus sign icon
Capital Advisors, Inc. was founded in 1994.
Capital Advisors, Inc. logo

Capital Advisors, Inc.

Financial ServicesNorth Carolina, United States11-50 Employees

Capital Advisors, Inc. is a Charlotte-based financial services firm specializing in commercial real estate finance, with focus on mortgage banking and investment sales. It supports clients through the full project lifecycle, including acquisition and development, debt placement, loan servicing, and disposition, and has completed more than $15 billion in transactions across the United States.

Its lending sources come from a diverse mix, including insurance companies, pension funds, government-sponsored agencies, commercial banks, credit tenant lenders, and conduit lenders. In addition to its lending and advisory work, the company services about $1.1 billion on behalf of its insurance lender clients. It is headquartered in Charlotte, North Carolina, with production offices in several Southeast markets, including Raleigh, Columbia, Greenville, Atlanta, Jacksonville, and Birmingham.

Section iconCompany Overview

Phone number
SIC Code
6163 - Loan Brokers
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Capital Advisors, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Capital Advisors, Inc.'s revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.