CAPITAL ADVISORS, LTD., LLC

CRD 153600File 801-71559

APPROVED

Retail clients

Custody

Filing as of Mar 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.37B

Above cohort median (national)

Discretionary AUM

$1.37B

Non-discretionary $822K

Clients

1,106

1,106 accounts

Employees

Top 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jun 10, 2010
Principal office: 20600 CHAGRIN BLVD SUITE 1115, SHAKER HEIGHTS, OH, 44122
Phone: 216-295-7900
Website: HTTP://WWW.CAPITALADVISORSLTD.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.37B
Discretionary AUM: $1.37B
Non-discretionary AUM: $822K
Discretionary accounts: 1,105
Non-discretionary accounts: 1
Total accounts: 1,106
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	13	$24.2M
Charitable organizations	7	$10.8M
High net worth individuals	597	$1.22B
Pension and profit sharing plans	28	$29.8M
Individuals (other than high net worth individuals)	461	$83.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.