Capital Advisors

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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.


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Firm Information


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


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