Capital Advisors, Inc.
Capital Advisors, Inc. (CRD# 104643) is a financial advisory firm headquartered in Tulsa, OK. They manage $5,501,719,930 in 6,518 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management5,502MILLION
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Total Number of Accounts6,518ACCOUNTS
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Average Account Value$844,081
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Jonathan Althage (CRD# 5154213) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 15 years of experience in the finance industry.
David Bannon (CRD# 3039084) is an Investment Advisor Representative working at Capital Advisors, Inc. in Birmingham, AL and has over 25 years of experience in the finance industry.
Simon Beresford (CRD# 5372964) is an Investment Advisor Representative working at Capital Advisors, Inc. in Frisco, TX and has over 15 years of experience in the finance industry.
George Brown (CRD# 2719984) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 27 years of experience in the finance industry.
Patrick Burdick (CRD# 3002868) is an Investment Advisor Representative working at Capital Advisors, Inc. in Houston, TX and has over 26 years of experience in the finance industry.
Eric Cannon (CRD# 3232489) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 24 years of experience in the finance industry.
Grant Clary (CRD# 6409727) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 6 years of experience in the finance industry.
Aaron Day (CRD# 5045343) is an Investment Advisor Representative working at Capital Advisors, Inc. in Frisco, TX and has over 18 years of experience in the finance industry.
Kelcy Flores (CRD# 6418183) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 9 years of experience in the finance industry.
Scott Frantz (CRD# 5817770) is an Investment Advisor Representative working at Capital Advisors, Inc. in Frisco, TX and has over 13 years of experience in the finance industry.