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).

Current Firm Details
2222 South Utica Place, Suite 300, Tulsa, OK 74114
http://www.capadvfunds.com
By the Numbers
  • Total Assets Under Management
    5,502
    MILLION
  • Total Number of Accounts
    6,518
    ACCOUNTS
  • Average Account Value
    $844,081
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Capital Advisors, Inc.
Showing 31 - 33 of 33 top financial advisors.
31
Conner Johnson, financial advisor Tulsa OK
Conner J. Johnson
CRD#: 7804552
2222 South Utica Place, Suite 300, Tulsa, OK 74114

Conner Johnson (CRD# 7804552) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has 1 year of experience in the finance industry.

32
Mckenzie Mills, financial advisor Tulsa OK
Mckenzie M. Mills
CRD#: 6596961
2222 South Utica Place, Suite 300, Tulsa, OK 74114

Mckenzie Mills (CRD# 6596961) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has 1 year of experience in the finance industry.

33
Hayden Siegfried, financial advisor Tulsa OK
Hayden E. Siegfried
CRD#: 7725872
2222 South Utica Place, Suite 300, Tulsa, OK 74114

Hayden Siegfried (CRD# 7725872) is an Investment Advisor Representative working at Capital Advisors, Inc. in Tulsa, OK and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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