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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

CAPITALA PRIVATE ADVISORS, LLC

CRD 283527

CHARLOTTE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:532cd4b3-4983-4245-f031-eaefd65de216

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 7
On other graphs: 3
Observed: May 20, 2016 to Mar 27, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand; an owner is a different entity, resolved from Schedule A/B

Private Equityidentity

Capitala Private Advisors, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Capitala Private Advisors, LLC

Capital provider to sponsors · shared crd

Private Creditidentity

CAPITALA PRIVATE ADVISORS, LLC

Private credit manager · shared crd

Private Equityowner

Capitala Investment Advisors, LLC

owned by this firm per Schedule A (the owner's CRD) · confidence 90% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.89 institutional_share=0.0 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $505MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $448M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 16
Advisory employees: 14
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 12
Individual clients: 0
High net worth clients: 0
Private funds: 4Schedule D 7.B(1)
Custody, client assets: $0
Relying advisers: 1
SEC number: 801-107897
CIK: 1672003
CRD: 283527
Filings on the tape: 25
First filed: May 20, 2016
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, DE
Website: capitalagroup.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CAPITALSOUTH SBIC FUND IV, L.P.	Private Equity Fund	$194M	Dec 18, 2024	52	Mar 30, 2016	reported	021-194475
CAPITALA SBIC FUND VI, L.P.	Private Equity Fund	$171M	Dec 18, 2024	84	May 14, 2021	reported	021-398062
CAPITALSOUTH PARTNERS FUND III, L.P.	Private Equity Fund	$24.0M	Dec 18, 2024	97	Mar 30, 2018	reported	021-112751
CAPITALA PRIVATE CREDIT FUND V, L.P.	Private Equity Fund	$10.3M	Dec 18, 2024	9	Oct 11, 2016	reported	021-270172

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALALA, JOSEPH, BASIL	Ceo	Na	yes	04/2016	May 20, 2016	Dec 18, 2024
ARNALL, STEVE	PRESIDENT & CHIEF OPERATING OFFICER	Na	yes	10/2019	Nov 7, 2019	Dec 18, 2024
ATLAS CAPITALA INVESTMENTS, LLC	Member	E	yes	12/2013	May 20, 2016	Dec 18, 2024
BROYHILL, MARKHAM, HUNT	Manager	F	yes	12/2013	May 20, 2016	Dec 18, 2024
BROYHILL, MARKHAM, HUNT	Partner	Na	yes	04/2016	May 20, 2016	Dec 18, 2024
CAPITALA INVESTMENT ADVISORS, LLC	Member	E	yes	02/2016	May 20, 2016	Dec 18, 2024
CAPITALA TRUST	Owner	E	yes	12/2013	May 20, 2016	Dec 18, 2024
KOONTS, KEVIN	Cco	Na	yes	03/2023	Nov 7, 2019	Dec 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAPITALA PCF V, LLC	n/a	n/a	n/a	N	yes	n/a
CAPITALA SBIC F-VI, LLC	n/a	n/a	n/a	N	yes	n/a
CAPITALSOUTH PARTNERS F-III, LLC	n/a	n/a	n/a	N	yes	n/a
CAPITALSOUTH SBIC F-IV, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Atlanta	Ga	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$505M	$448M	16	14	2	4	n/a
2024	Apr 17, 2025	$494M	$432M	17	15	1	4	n/a
2023	Mar 27, 2024	$474M	$399M	19	16	1	4	$399M
2022	Mar 27, 2023	$461M	$350M	18	16	1	4	$350M
2021	Mar 28, 2022	$450M	$303M	20	19	4	4	$303M
2020	Mar 23, 2021	$437M	$236M	22	21	4	2	$236M
2019	Mar 31, 2020	$372M	$235M	31	29	6	2	$235M
2018	Apr 9, 2019	$333M	$215M	26	26	6	2	$215M
2017	Mar 30, 2018	$219M	$219M	24	24	5	2	$219M
2016	Mar 31, 2017	$218M	$218M	22	21	n/a	2	$219M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$505M	$494M	2.3%	$461M	3.1%	16	17	2	1

Relationships

Advises (4)

→ CAPITALSOUTH PARTNERS FUND III, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2018 to presentfactForm ADV
→ CAPITALA PRIVATE CREDIT FUND V, L.P.Private fundPrivate Equity Fund, IA
Oct 11, 2016 to presentfactForm ADV
→ CAPITALA SBIC FUND VI, L.P.Private fundPrivate Equity Fund, IA
May 14, 2021 to presentfactForm ADV
→ CAPITALSOUTH SBIC FUND IV, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV

Affiliated with (1)

← CAPITALA INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (7)

← CAPITALA INVESTMENT ADVISORS, LLCOwnerMEMBER, ownership code E, domestic entity
May 20, 2016 to Dec 18, 2024factForm ADV
← BROYHILL, MARKHAM, HUNTOwnerMANAGER, ownership code F, individual
May 20, 2016 to Dec 18, 2024factForm ADV
← ALALA, JOSEPH, BASILOwnerCEO, ownership code NA, individual
May 20, 2016 to Dec 18, 2024factForm ADV
← KOONTS, KEVINOwnerCCO, ownership code NA, individual
Nov 7, 2019 to Dec 18, 2024factForm ADV
← ARNALL, STEVEOwnerPRESIDENT & CHIEF OPERATING OFFICER, ownership code NA, individual
Nov 7, 2019 to Dec 18, 2024factForm ADV
← ATLAS CAPITALA INVESTMENTS, LLCOwnerMEMBER, ownership code E, domestic entity
May 20, 2016 to Dec 18, 2024factForm ADV
← CAPITALA TRUSTOwnerOWNER, ownership code E, domestic entity
May 20, 2016 to Dec 18, 2024factForm ADV

Dated events

Occurred
Mar 27, 2023
Control person left
Nicole Ianthe Vipperman (Chief Compliance Officer) no longer on Schedule A of Capitala Private Advisors, Llc (listed 2022-09-06, absent 2023-03-27)
Form ADVobserved 4 days ago
Occurred
Jul 30, 2021
Control person joined
Nicole Ianthe Vipperman (Chief Compliance Officer) appeared on Schedule A of Capitala Private Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Nov 7, 2019
Control person left
Francis John Mcglinn (Chief Operating Officer) no longer on Schedule A of Capitala Private Advisors, Llc (listed 2019-04-09, absent 2019-11-07)
Form ADVobserved 4 days ago
Occurred
Nov 7, 2019
Control person joined
Kevin Koonts (Chief Compliance Officer) appeared on Schedule A of Capitala Private Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Nov 7, 2019
Control person joined
Steve Arnall (Chief Operating Officer) appeared on Schedule A of Capitala Private Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Apr 9, 2019
Regulatory AUM changed
Capitala Private Advisors, Llc reported RAUM $332.6M, up 52% from $218.5M (2018-03-30 to 2019-04-09)
Form ADVobserved 4 days ago
$114M
Occurred
May 20, 2016
First Form ADV filing
Capitala Private Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:532cd4b3-4983-4245-f031-eaefd65de216
First observed: May 20, 2016
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAPITALA PRIVATE ADVISORS, LLC

CRD 283527

CHARLOTTE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:532cd4b3-4983-4245-f031-eaefd65de216

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:59 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CAPITALSOUTH SBIC FUND IV, L.P.

Private Equity Fund

$194M

Dec 18, 2024

Mar 30, 2016

reported

021-194475

CAPITALA SBIC FUND VI, L.P.

Private Equity Fund

$171M

Dec 18, 2024

May 14, 2021

reported

021-398062

CAPITALSOUTH PARTNERS FUND III, L.P.

Private Equity Fund

$24.0M

Dec 18, 2024

Mar 30, 2018

reported

021-112751

CAPITALA PRIVATE CREDIT FUND V, L.P.

Private Equity Fund

$10.3M

Dec 18, 2024

Oct 11, 2016

reported

021-270172

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALALA, JOSEPH, BASIL

Ceo

yes

04/2016

May 20, 2016

Dec 18, 2024

ARNALL, STEVE

PRESIDENT & CHIEF OPERATING OFFICER

yes

10/2019

Nov 7, 2019

Dec 18, 2024

ATLAS CAPITALA INVESTMENTS, LLC

Member

yes

12/2013

May 20, 2016

Dec 18, 2024

BROYHILL, MARKHAM, HUNT

Manager

yes

12/2013

May 20, 2016

Dec 18, 2024

BROYHILL, MARKHAM, HUNT

Partner

yes

04/2016

May 20, 2016

Dec 18, 2024

CAPITALA INVESTMENT ADVISORS, LLC

Member

yes

02/2016

May 20, 2016

Dec 18, 2024

CAPITALA TRUST

Owner

yes

12/2013

May 20, 2016

Dec 18, 2024

KOONTS, KEVIN

Cco

yes

03/2023

Nov 7, 2019

Dec 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAPITALA PCF V, LLC

n/a

yes

n/a

CAPITALA SBIC F-VI, LLC

n/a

yes

n/a

CAPITALSOUTH PARTNERS F-III, LLC

n/a

yes

n/a

CAPITALSOUTH SBIC F-IV, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Atlanta

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$505M

$448M

n/a

2024

Apr 17, 2025

$494M

$432M

n/a

2023

Mar 27, 2024

$474M

$399M

2022

Mar 27, 2023

$461M

$350M

2021

Mar 28, 2022

$450M

$303M

2020

Mar 23, 2021

$437M

$236M

2019

Mar 31, 2020

$372M

$235M

2018

Apr 9, 2019

$333M

$215M

2017

Mar 30, 2018

$219M

2016

Mar 31, 2017

$218M

n/a

$219M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$505M

$494M

2.3%

$461M

3.1%