Mary
Kozar

Capital Advisors, LTD, LLC

CRD#2309574
Investment Advisor
in Beachwood, OH

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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

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

20600 Chagrin Blvd Suite 1115
Beachwood, OH 44122

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Capital Advisors, LTD, LLC Brokerage Details

Total Assets Under Management

$1,129,477,969

OH Average: $2,106,341,625
Total Number of Employees

14

OH Average: 34
Total Number of Accounts

995

OH Average: 1,972
Average Account Size

$1,135,154

OH Average: $1,068,125

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

2012 - Present (13 years)

Lincoln Investment

2010 - Present (15 years)

Capital Advisors LTD

Created with Highcharts 6.0.7

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

Mary Kozar
Beachwood, OH
Melissa Costello
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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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.

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