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Last updated: December 6th, 2019. Data source: SEC filings.
Capital Advisors, federally registered in 1978, is a Registered Investment Advisor (RIA) in 32 state(s) with a licensed staff of 24 advisors. Capital Advisors manages $2.2 billion and provides investment advisory services for 1,566 clients (1:66 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||6|
|Percentage of Advisors Trusted||79%|
|Average Client Balance||$1,405,102|
|Total AUM||$2.2 billion|
|Advisor / Client Ratio||1:66|
|SEC Filings||Forms and Brochures (CRD # 104643)|
|State(s) Registered||AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MI, MN, MS, MO, NE, NV, NH, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, VA, WA|