Mary
Kozar
Capital Advisors, LTD, LLC
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About this Advisor
Mary Kozar is a financial advisor based in Beachwood, Ohio, working with Capital Advisors, LTD, LLC. Mary has previously held positions at Capital Advisors LTD and Lincoln Investment. Mary is registered to provide services in Ohio and Texas. Currently, Mary is part of Capital Advisors, LTD, LLC, which operates out of Beachwood, Ohio. The firm has 14 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Capital Advisors, LTD, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Advisors, LTD, LLC Brokerage Details
$1,129,477,969
14
995
$1,135,154
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
Lincoln Investment
Capital Advisors LTD
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 6/19/2024. 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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