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.

Sign up for free to view info

Company overview Email format