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Home > Retirement Planners > oklahoma > tulsa > CAPITAL ADVISORS, INC.
CAPITAL ADVISORS, INC.
2222 South Utica Place
Suite 300
Tulsa, Oklahoma 74114
Tel: (866) 230-5879
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 10 offices throughout the country.
CAPITAL ADVISORS, INC. is a Tulsa, Oklahoma based Financial Planning firm with nearly $5,501,719,930 assets under management, offering retirement planning & investment advisory services to 6518 clients. The firm is staffed with 59 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104643 |
| SEC# | 801-14050 |
| Assets Managed by Firm | $5,501,719,930 |
| No. of Clients | 6518 |
| No. of Advisors | 59 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6518 | $5,501,719,930 |
| Individuals (other than high net worth individuals) | 1547 | $1,371,149,589 |
| High net worth individuals | 1270 | $3,478,047,469 |
| Pension and profit sharing plans | 11 | $46,849,064 |
| Charitable organizations | 15 | $370,408,095 |
| Corporations or other businesses | 19 | $122,889,549 |
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|---|---|---|---|
| $11,569,058,289 | 2265 | 50 | |
| $10,174,416,057 | 84 | 17 | |
| $6,272,435,135 | 6 | 17 | |
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