Capital Advisors DBA Member

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

139

Total plan assets

$17.7M

Filings (rows)

Direct comp

$16K

Indirect comp

Showing only "CAPITAL ADVISORS DBA MEMBER"

View all 4 variants aggregated →

CAPITAL ADVISORS21 CAPITAL ADVISORS WEALTH MGMT6 CAPITAL ADVISORS DBA MEMBER1 CAPITAL ADVISORS WEALTH MANAGEMENT1

SERVICES PROVIDED

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Neighborhood Credit Union Neighborhood Credit Union 401(k) Plan and Trust · all filings	DALLAS, TX	Investment manager	139	$17.7M	$16K	$0