Last updated: June 16th, 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.
The Trust Score algorithm did not surface any considerations for this firm. Checks take place monthly.
| Feature | Value |
| Minimum Investment | $500,000 |
| Average Client Balance | $1,405,102 |
| Hybrid Advisor | No |
| Disciplinary History | No |
| Total AUM | $2.2 billion |
| Advisor / Client Ratio | 1:66 |
| Headquarters | Tulsa, OK |
| 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 |
