2222 South Utica Place
Suite 300
Tulsa, Oklahoma 74114
Tel: (918) 599-0045
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 104643 |
SEC# | 801-14050 |
Assets Managed by Firm | $4,258,161,897 |
No. of Clients | 2625 |
No. of Advisors | 59 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2625 | $4,258,161,897 |
Individuals (other than high net worth individuals) | 1439 | $1,098,452,846 |
High net worth individuals | 1136 | $2,546,284,159 |
Pension and profit sharing plans | 14 | $58,245,710 |
Charitable organizations | 15 | $348,601,296 |
Corporations or other businesses | 20 | $118,792,927 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$9,643,156,437 | 2223 | 49 | |
$5,687,316,000 | 61 | 9 | |
$5,373,195,683 | 5 | 17 | |
$3,769,638,990 | 4629 | 114 | |
$2,969,019,147 | 22 | 16 |
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