Phillips Capital Advisors, Inc.

Phillips Capital Advisors, Inc. (CRD# 115758) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $291,771,723 in 333 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    292
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $876,191
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

LA, NM, OK, TX

Financial Advisors at Phillips Capital Advisors, Inc.
Showing 1 - 10 of 23 top financial advisors.
1
Jeremy J. Haraway
CRD#: 5400231
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116
98
Wealthminder
score

Jeremy Haraway (CRD# 5400231) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 7 years of experience in the finance industry.

2
Craig A. Loney
CRD#: 1519258
7625 E 51st Street, Tulsa, OK 74105
96
Wealthminder
score

Craig Loney (CRD# 1519258) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Tulsa, OK and has over 29 years of experience in the finance industry.

3
James L. Maddux
CRD#: 3136871
7625 E 51st Street, Tulsa, OK 74105
96
Wealthminder
score

James Maddux (CRD# 3136871) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Tulsa, OK and has over 17 years of experience in the finance industry. James Maddux 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.

4
Tami D. Bearden
CRD#: 4804140
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116
93
Wealthminder
score

Tami Bearden (CRD# 4804140) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 10 years of experience in the finance industry.

5
Patricia M. Burrus
CRD#: 2066664
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116
93
Wealthminder
score

Patricia Burrus (CRD# 2066664) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 21 years of experience in the finance industry.

6
Eric W. Davis
CRD#: 4184029
3555 Nw 58th Street, Suite 600, Oklahoma City, OK 73112
93
Wealthminder
score

Eric Davis (CRD# 4184029) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 16 years of experience in the finance industry.

7
Scotty V. Dean
CRD#: 4459542
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116
93
Wealthminder
score

Scotty Dean (CRD# 4459542) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 14 years of experience in the finance industry.

8
Sharon R. Emerson
CRD#: 2861194
6200 Waterford Blvd, Oklahoma City, OK 73118
93
Wealthminder
score

Sharon Emerson (CRD# 2861194) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 19 years of experience in the finance industry.

9
Geoff T. Johnson
CRD#: 5062601
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116
93
Wealthminder
score

Geoff Johnson (CRD# 5062601) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 10 years of experience in the finance industry.

10
Antonio J. Pacheco
CRD#: 4499032
3555 Nw 58th Street Ste 600, Oklahoma City, OK 73112
93
Wealthminder
score

Antonio Pacheco (CRD# 4499032) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 14 years of experience in the finance industry.

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