Capital Advisors

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Trust Score 98%
Trust Score  info_outline

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.

Last updated: October 16th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Joseph A Alton Hawes
Avg Advisor Trust Score 96
Avg Advisor Years Registered 7
Minimum Investment $500,000
Average Client Balance $1,405,102
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

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