Capital Advisors
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
20600 Chagrin Blvd Ste 1115, Shaker Heig...Phone Number
(216) 295-7900Website
www.capitaladvisorsltd.comRevenue
$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Capital Advisors
Since 1991 Capital Advisors, Ltd. has been dedicated to the Financial Planning Process: helping successful, business owners and individuals achieve perspective, vision and discipline while reaching consensus amongst their other advisors. The result is a fully integrated and comprehensive look at a client's financial affairs, well-defined objectives, and mutually agreed upon plans increasing the probability of successful outcomes. Capital Advisors' proprietary, customized financial pro forma, CFM Horizon - Financial Road Map gives clients a top down view of their financial affairs. Capital Advisors, Ltd. falls into the industry classification of Elite Ensemble Practice, and its firm members have over 230 years of cumulative experience.Explore more
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Capital Advisors financials insights
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2020
Debt
$150K
Capital Advisors Tech Stack
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Capital Advisors News & Media
Capital Advisors, Ltd. Names Nathan Creviston to Join Its Team as Wealth Management Analyst
SHAKER HEIGHTS, Ohio--(BUSINESS WIRE)--Capital Advisors, Ltd. announced the addition of Nathan Creviston, CFP®, ChFC®, RICP® to its team as Wealth Management Analyst.
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Since 1991 Capital Advisors, Ltd. has been dedicated to the Financial Planning Process: helping successful, business owners and individuals achieve perspective, vision and discipline while reaching consensus amongst their other advisors. The result is a fully integrated and comprehensive look at a client's financial affairs, well-defined objectives... Read More
