CAPITALA INVESTMENT ADVISORS, LLC
CHARLOTTE, NC

CAPITALA INVESTMENT ADVISORS, LLC is a distinguished investment firm headquartered in Charlotte, NC. Founded by Joe Alala in 1998 as CapitalSouth Partners, the company was established to cater to the growth capital requirements of small businesses throughout the region. In 2000, it obtained its first Small Business Investment Company (SBIC) license from the US Small Business Administration. Over time, CAPITALA evolved into a multifaceted investment entity, including private funds, SBIC funds, and becoming a publicly traded Business Development Company through Capitala Finance Corp. on Nasdaq under the ticker CPTA. The company has raised significant capital over successive ventures like CapitalSouth SBIC Fund IV, L.P., known as the CapitalSouth Growth Fund. With assets exceeding $1.5 billion managed collectively across its platforms and a proven hands-on investment strategy, CAPITALA is renowned for maximizing the value potential of each investment opportunity. With its registration number M13000002323 in Leon County, Florida, it was officially incorporated on April 12, 2013. The mailing address for this establishment is 4201 Congress Street, Suite 360, Charlotte, NC, with a Federal Employer Identification Number (FEIN) of 46-1423047. The business operates under the company type FORL and maintains an active annual reporting process as observed in its latest report filed on February 9, 2024, for the year 2024. Key leadership includes Steve A Arnall serving as the Authorized person (Auth), and Koonts Kevin operating as the Chief Financial Officer (CFO). For further information or inquiries, they can be reached via multiple contact numbers: (704) 376-5502, (704) 376-5877, (310) 560-2954, (954) 848-2860, (678) 666-3699, and (678) 999-8118. More details can be found on their official website: capitalainvestmentadvisors.com.

KEY FACTS ABOUT CAPITALA INVESTMENT ADVISORS, LLC

Company name
CAPITALA INVESTMENT ADVISORS, LLC
Status
Active
Filed Number
M13000002323
FEI Number
46-1423047
Date of Incorporation
April 12, 2013
Age - 13 years
Home State
DE
Company Type
Foreign Limited Liability

CONTACTS

Website
http://capitalainvestmentadvisors.com
Phones
(704) 376-5502
(704) 376-5877
(310) 560-2954
(954) 848-2860
(678) 666-3699
(678) 999-8118

CAPITALA INVESTMENT ADVISORS, LLC NEAR ME

Principal Address
4201 CONGRESS STREET, SUITE 360,
CHARLOTTE,
NC,
28209

See Also

Officers and Directors

The CAPITALA INVESTMENT ADVISORS, LLC managed by the two persons from CHARLOTTE on following positions: Auth, CFO

Steve A Arnall

Position
Auth Active
From
CHARLOTTE, NC, NC

Koonts Kevin

Position
CFO Active
From
CHARLOTTE, NC, NC





Registered Agent is COGENCY GLOBAL INC.

Address
115 North Calhoun St., Tallahassee, FL, 32301

Annual Reports

2025
February 10, 2025
2024
February 9, 2024