Rob Holub
Professional Affiliations
  • CFA Society Cleveland
  • Financial Planning Association® (FPA®)
Professional Credentials, Recognition, & Education
  • Chartered Financial Analyst® (CFA)
  • CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
  • FINRA Series 7 and 66 Registrations
  • Bachelor of Science in Finance, University of Dayton
"We're not just picking winners."

Numbers and statistics are Rob's business. He funnels through the thousands of financial products in the marketplace, analyzing the information in a way that's personal for Capital Advisors' clients. From looking at the short- and long-term data to meeting with fund managers, his insight helps the firm narrow in on the right products for client portfolios.

"We have to filter the noise."

"Educate and educate some more," is Rob's go-to motto when helping clients gain confidence in their decisions. He strives to provide all the knowledge he can about a recommendation, especially the "what" and the "why" behind an investment.

"There's an art to the game."

Rob is a born and bred Clevelander with a true love for the city he calls home. As a Guardians season ticket holder, he appreciates not only the sights and sounds of the game – but also the analytics behind it; how a team with limited financial resources can successfully deliver a winning season. The underdog story is one he loves to tell.




Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Capital Advisors, Ltd., LLC does not serve as an attorney, accountant, or insurance agent. Capital Advisors, Ltd., LLC does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Capital Advisors, Ltd., LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.capitaladvisorsltd.com.