Phillips Capital Advisors, Inc.

Phillips Capital Advisors, Inc. (CRD# 115758) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $542,117,988 in 347 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    542
    MILLION
  • Total Number of Accounts
    347
    ACCOUNTS
  • Average Account Value
    $1,562,300
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.

CO, LA, NM, OK, TX

Financial Advisors at Phillips Capital Advisors, Inc.
Showing 11 - 17 of 17 top financial advisors.
11
Damon C. Moran
CRD#: 3245855
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116

Damon Moran (CRD# 3245855) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 20 years of experience in the finance industry.

12
Antonio J. Pacheco
CRD#: 4499032
7004 Oersted Rd Ne, Rio Rancho, NM 87144

Antonio Pacheco (CRD# 4499032) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Rio Rancho, NM and has over 20 years of experience in the finance industry.

13
Thompson S. Phillips
CRD#: 843039
3555 Nw 58th, Suite 600, Oklahoma City, OK 73112

Thompson Phillips (CRD# 843039) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 42 years of experience in the finance industry.

14
Matthew M. Roberson
CRD#: 4974135
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116

Matthew Roberson (CRD# 4974135) 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.

15
Wanda J. Ross
CRD#: 3112244
3201 Nw 63rd Street, Oklahoma City, OK 73116

Wanda Ross (CRD# 3112244) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 23 years of experience in the finance industry.

16
Tania L. Smith
CRD#: 5208859
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116

Tania Smith (CRD# 5208859) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 15 years of experience in the finance industry.

17
James G. Stevens
CRD#: 4428134
3555 Nw 58th, Suite 600, Oklahoma City, OK 73112

James Stevens (CRD# 4428134) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 20 years of experience in the finance industry.

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