Capital Advisors

Trust Score 98%
Trust Score info_outline

Last updated: August 21st, 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.


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Firm Information

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

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