Mary
Kozar
Capital Advisors, LTD, LLC
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About this Advisor
Mary Kozar is a certified financial planner operating out of Beachwood, Ohio with a total of 13 years of industry experience. Kozar currently works for Capital Advisors, LTD, LLC. Throughout their career, they have worked at Capital Advisors LTD and Lincoln Investment. Kozar can serve investors in Ohio. Capital Advisors, LTD, LLC is a business that has its headquarters in Beachwood, OH. It has $957 million in assets under management across its 944 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm provides services to six charitable organizations. Of its 944 customer accounts, 48% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically vary depending on which services the firm provides the client. Fee types charged by Capital Advisors, LTD, LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Advisors, LTD, LLC Brokerage Details
$956,765,408
13
944
$1,013,523
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Mary Kozar Work History
Mary has been registered as a financial advisor for 13 years.*
Lincoln Investment
Capital Advisors LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mary Kozar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Advisors, LTD, LLC
Beachwood, OH
Beachwood, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
