Capital Advisors Review


Trust Score 98%
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Capital Advisors, federally registered in 1978, is a Registered Investment Advisor (RIA) in 33 state(s) with a licensed staff of 24 advisors. Capital Advisors manages $2.2 billion and provides investment advisory services for 1,591 clients (1:67 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $500,000
Avg Account Balance $1,383,023
Hybrid Advisor No
Disciplinary History No
Total AUM $2.2 billion
Advisor / Client Ratio 1:67
Headquarters Tulsa, OK
SEC Filings Forms and Brochures
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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