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Capital Advisors, Ltd. Employee Directory

Financial ServicesOhio, United States11-50 Employees

Capital Advisors, Ltd. is a financial services firm based in Shaker Heights, Ohio, that has offered wealth management services since 1991. The firm acts as financial counsel, guiding business owners and high-net-worth individuals through the financial planning process to develop integrated objectives and mutually agreed plans.

Its investment management begins with the planning process, tailoring portfolios to a client's specific circumstances, risk tolerance, and strategic preferences, and integrating with CFM Horizon where appropriate. The firm offers Cash Flow Modeling, Estate Planning, Personal and Corporate Retirement Planning, Business Succession Planning, Insurance Management, and Private Investment Analysis as part of its wealth-management services. Advisory services are offered through Capital Advisors, Ltd., LLC, Capital Analysts, or Lincoln Investment, with securities provided by Lincoln Investment, Broker Dealer, Member FINRA/SIPC, and these entities are independent and non-affiliated. In September 2023, Capital Advisors named Jacob Baucco as investment associate.

Find Capital Advisors, Ltd. employees' phone numbers or email addresses

Capital Advisors, Ltd. Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Capital Advisors, Ltd.'s Leadership

  • Stylized image of a person
    J. S.
    President
    Mobile Phone
  • Stylized image of a person
    R. I.
    Vice President, Senior Relationship Manager
    Mobile Phone
  • Stylized image of a person
    L. S.
    Principal
    Mobile Phone
  • Stylized image of a person
    J. B.
    Investment Associate
    Mobile Phone
  • Stylized image of a person
    D. O.
    Financial Analyst
    Mobile Phone
  • Stylized image of a person
    S. A.
    Investment Administrator
    Mobile Phone

Capital Advisors, Ltd. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Capital Advisors, Ltd.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. S.
    President
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    R. I.
    Vice President, Senior Relationship Manager
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    L. S.
    Principal
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. B.
    Investment Associate
    Mobile Phone
    Dec 31, 2025
  • Stylized image of a person
    D. O.
    Financial Analyst
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    S. A.
    Investment Administrator
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Capital Advisors, Ltd. known for?

Minus sign iconPlus sign iconCapital Advisors, Ltd. was founded in 1991 operates in the Financial Services industry. Explore Capital Advisors, Ltd.'s company overview page for more information.

What is Capital Advisors, Ltd.'s most common email format?

Minus sign iconPlus sign iconCapital Advisors, Ltd. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Advisors, Ltd. email formats with LeadIQ.

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

Minus sign iconPlus sign iconCapital Advisors, Ltd. has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Capital Advisors, Ltd.'s key employees and leadership?

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As of July 2026, Capital Advisors, Ltd.'s key employees include:

  • President: J. S.
  • Vice President, Senior Relationship Manager: R. I.
  • Principal: L. S.
  • Investment Associate: J. B.
  • Financial Analyst: D. O.

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