Jacob Baucco
Investment adviser representative at Capital Advisors, Ltd., LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Lincoln InvestmentOct 2023 to now
- Capital Advisors, Ltd., LLCJun 2023 to now
- University of DaytonAug 2019 to Jun 2023
- Saucy Brew WorksMay 2019 to Jun 2019
- Chagrin Valley Country ClubJul 2016 to Jul 2018
- Kenston High SchoolAug 2015 to Aug 2019
- Paul Baucco ConstructionMay 2012 to May 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7578824
- Firm CRD
- 153600