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
Keith Goddard (CRD# 2174091) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 32 years of experience in the finance industry.
George Haas (CRD# 2907686) is an Investment Advisor Representative working at Capital Advisors, Inc. in Houston, TX and has over 25 years of experience in the finance industry.
Joseph A Hawes (CRD# 1503159) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 37 years of experience in the finance industry.
Mitchell Kaczmarek (CRD# 6694713) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 7 years of experience in the finance industry.
Debra Konieczny (CRD# 2494544) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 29 years of experience in the finance industry.
Danny La (CRD# 5479587) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 14 years of experience in the finance industry.
Thomas Liversage (CRD# 6693355) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 7 years of experience in the finance industry.
Jason Percy (CRD# 5890361) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 12 years of experience in the finance industry.
Bradley Priest (CRD# 2305652) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 31 years of experience in the finance industry.
James Randall (CRD# 7033271) is an Investment Advisor Representative working at Capital Advisors, Inc. in Frisco, TX and has over 5 years of experience in the finance industry.