Capital Advisors, Inc.

Capital Advisors, Inc. (CRD# 104643) is a financial advisory firm headquartered in Tulsa, OK. They manage $1,552,331,564 in 1,801 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,552
    MILLION
  • Total Number of Accounts
    1,801
    ACCOUNTS
  • Average Account Value
    $861,928
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at Capital Advisors, Inc.
Showing 1 - 10 of 21 top financial advisors.
1
David A. Cole
CRD#: 1402689
2200 South Utica Place, Suite 150, Tulsa, OK 74114
96
Wealthminder
score

David Cole (CRD# 1402689) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 31 years of experience in the finance industry.

2
Kenzie L. Conway
CRD#: 3003934
2600 South Shore Boulevard, Suite 300, League City, TX 77573
96
Wealthminder
score

Kenzie Conway (CRD# 3003934) is an Investment Advisor Representative working at Capital Advisors, Inc. in League City, TX and has over 18 years of experience in the finance industry. Kenzie Conway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Keith C. Goddard
CRD#: 2174091
2200 South Utica Place, Suite 150, Tulsa, OK 74114
96
Wealthminder
score

Keith Goddard (CRD# 2174091) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 25 years of experience in the finance industry.

4
Laura M. James
CRD#: 5464732
400 Union Hill Road, Suite 250, Birmingham, AL 35209
96
Wealthminder
score

Laura James (CRD# 5464732) is an Investment Advisor Representative working at Capital Advisors, Inc. in Birmingham, AL and has over 8 years of experience in the finance industry. Laura James has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jonathan D. Althage
CRD#: 5154213
2200 South Utica Place, Suite 150, Tulsa, OK 74114
93
Wealthminder
score

Jonathan Althage (CRD# 5154213) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 8 years of experience in the finance industry.

6
David P. Bannon
CRD#: 3039084
400 Union Hill Road, Suite 250, Birmingham, AL 35209
93
Wealthminder
score

David Bannon (CRD# 3039084) is an Investment Advisor Representative working at Capital Advisors, Inc. in Birmingham, AL and has over 18 years of experience in the finance industry.

7
Sheryl D. Bashaw
CRD#: 4394759
7136 S. Yale, Suite 204, Suite 204, Tulsa, OK 74136
93
Wealthminder
score

Sheryl Bashaw (CRD# 4394759) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 15 years of experience in the finance industry.

8
Monty L. Butts
CRD#: 1780349
2200 South Utica Place, Suite 150, Tulsa, OK 74114
93
Wealthminder
score

Monty Butts (CRD# 1780349) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 28 years of experience in the finance industry.

9
Eric M. Cannon
CRD#: 3232489
3001 Dallas Parkway, Suite 540, Frisco, TX 75034
93
Wealthminder
score

Eric Cannon (CRD# 3232489) is an Investment Advisor Representative working at Capital Advisors, Inc. in Frisco, TX and has over 17 years of experience in the finance industry.

10
Catherine B. Glock
CRD#: 3217861
2200 South Utica Place, Suite 150, Tulsa, OK 74114
93
Wealthminder
score

Catherine Glock (CRD# 3217861) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 17 years of experience in the finance industry.

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