Mary Therese Kozar
Investment adviser representative at Capital Advisors, Ltd., LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Lincoln InvestmentJun 2012 to now
- Capital Advisors, Ltd., LLCJun 2010 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Capital Advisors, Ltd., LLC
$1.4BAssets managed
1,106Clients
6Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2309574
- Firm CRD
- 153600