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
Daniel Schluter (CRD# 6865739) is an Investment Advisor Representative working at Capital Advisors, Inc. in Frisco, TX and has over 6 years of experience in the finance industry.
Aubrey Socha (CRD# 6251582) is an Investment Advisor Representative working at Capital Advisors, Inc. in Frisco, TX and has over 9 years of experience in the finance industry.
Steven Soranno (CRD# 2643540) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 28 years of experience in the finance industry.
Nathan Stewart (CRD# 5058017) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 18 years of experience in the finance industry.
Jeremy Travis (CRD# 6937740) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 5 years of experience in the finance industry.
Cullen Williams (CRD# 3246921) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 24 years of experience in the finance industry.
Jamie Wilson (CRD# 2239278) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 27 years of experience in the finance industry.
Catherine Young (CRD# 3217861) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 24 years of experience in the finance industry.
Linda Younger (CRD# 2808362) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 23 years of experience in the finance industry.
Brigette Zuhdi (CRD# 5584467) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has over 15 years of experience in the finance industry.