CAPITALA INVESTMENT ADVISORS, LLC

CAPITALA INVESTMENT ADVISORS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 166301). Regulatory assets under management: $346.6M.

Registration

• CRD: 166301
• SEC file number: 801-77467
• Type: Registered investment adviser
• Location: 4201 CONGRESS STREET, SUITE 360, CHARLOTTE, NC, 28209
• Phone: 704-376-5502
• Latest filing: 2021-03-23
• Regulatory AUM: $346.6M
• Discretionary AUM: $346.6M
• Clients: 22
• Accounts: 2

Officers, owners & control persons (7)

Private funds (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 166301 on SEC IAPD (source of record)
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