AdFi
CP

CAPITALA PRIVATE ADVISORS, LLC

SEC Registered

Flexible Capital Solutions Provider

CHARLOTTE, NChttps://capitalagroup.com704-376-5502
Assets Under Management
$500M–$1B
Year Founded
1998
Employees
16
Office Locations
2 offices
Total Accounts
12

About the firm

Capitala Group is a leading private markets investment firm that has been investing private credit and private equity capital to lower middle-market businesses throughout North America for over twenty-five years. Since our inception in 1998, Capitala has invested and managed over $3.2 billion, utilizing our flexible capital mandate to deliver creative financing solutions. We aim to partner with strong management teams to create value and support growth through strategic partnerships, operational expertise, and a shared vision for success.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled VehiclesPension/Profit Sharing

Areas of expertise

Private CreditPrivate EquityLower Middle MarketFlexible CapitalIndependent SponsorsDebt FinancingEquity Co-investmentPortfolio ManagementNorth America

Services

Flexible debt and equity capital solutions including private credit and private equity investment for lower middle-market businesses throughout North America

Private funds / alternatives
Private Equity

Who they serve

Independent Sponsors, Sponsors, Banks, Management Teams and Business Owners

Client segmentClientsAssets managed
Individuals (Non-HNW)0$0
High Net Worth Individuals0$0
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans4$448M
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

Llc Capitala Investment Advisors
MEMBER
Joseph Basil Alala
CEO
Llc Atlas Capitala Investments
MEMBER
Capitala Trust
OWNER
Markham Hunt Broyhill
MANAGER
Markham Hunt Broyhill
PARTNER
Kevin Koonts
CHIEF FINANCIAL OFFICER
Steve Arnall
PRESIDENT & CHIEF OPERATING OFFICER
Kevin Koonts
CCO

Office locations

2 offices in 2 states
NC
CHARLOTTEHQ
GA
ATLANTA

Regulatory & compliance

CRD number
#283527
SEC Number
801-107897
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $1,000,000 (waivable)

Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPITALA PRIVATE ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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