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CAPITAL ADVISORS, INC.

2222 South Utica Place
Suite 300
Tulsa, Oklahoma 74114
Tel: (918) 599-0045

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About CAPITAL ADVISORS, INC.

CAPITAL ADVISORS, INC, formally registered with the SEC as CAPITAL ADVISORS, INC. The firm was established in 09/18/1978. They have over 11 offices throughout the country.

CAPITAL ADVISORS, INC. is a Tulsa, Oklahoma based Financial Planning firm with nearly $4,258,161,897 assets under management, offering retirement planning & investment advisory services to 2625 clients. The firm is staffed with 59 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104643
SEC#801-14050
Assets Managed by Firm$4,258,161,897
No. of Clients2625
No. of Advisors59

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total2625$4,258,161,897
Individuals (other than high net worth individuals)1439$1,098,452,846
High net worth individuals1136$2,546,284,159
Pension and profit sharing plans14$58,245,710
Charitable organizations15$348,601,296
Corporations or other businesses20$118,792,927

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$9,643,156,437222349
EXCHANGE TRADED CONCEPTS, LLC
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$5,687,316,000619
CE INVESTMENT MANAGEMENT, LLC
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Oklahoma City, OK, 73114
$5,373,195,683517
EXENCIAL WEALTH ADVISORS
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Oklahoma City, OK, 73131
$3,769,638,9904629114
KNIGHTSBRIDGE ADVISERS LLC
122 Sw Frank Phillips Boulevard
Bartlesville, OK, 74003
$2,969,019,1472216

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