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CAPITALA PRIVATE ADVISORS, LLC
CRD 283527File 801-107897
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$505.1M
Above cohort median (national)
Discretionary AUM
$448.2M
Non-discretionary $57.0M
Clients
4
12 accounts
Employees
16
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 16, 2016
- Principal office
- 4201 CONGRESS STREET SUITE 360, CHARLOTTE, NC, 28209
- Phone
- 704-376-5502
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $505.1M
- Discretionary AUM
- $448.2M
- Non-discretionary AUM
- $57.0M
- Discretionary accounts
- 4
- Non-discretionary accounts
- 8
- Total accounts
- 12
- AUM per client
- $126.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $448.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 12 | 4 |
| 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.