Is this your firm? Verify your profile
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.
Feature | Value |
Rank (United States) | Top 5% |
Advisors Directory | View Directory |
Avg Advisor Years Registered | 6 |
Percentage of Advisors Trusted | 79% |
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 |