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CAPITAL ADVISORS, INC.
TULSA, OK
(866) 230-5879
SEC #801-14050Total AUM
$7.4B
Employees
69Clients
3,311Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2222 SOUTH UTICA PLACE
SUITE 300
TULSA
OK 74114
United States
SUITE 300
TULSA
OK 74114
United States
Operating Hours
8:00 AM - 4:30PM M - TH / 8:00AM - 3:15PM F
Monday - Friday
Monday - Friday
Phone
(866) 230-5879
Other Offices
11
Financials
Total AUM
$7.4B
Accounts
7,827Discretionary
$7.4B
Accounts
7,826Non-Discretionary
$6.2M
Accounts
1
Clients
Individual Clients
1,771AUM
$2.1B
HNW Individual Clients
1,491AUM
$4.5B
Investment Company Clients
1AUM
$160.2M
Pension/Profit Sharing Plan Clients
11AUM
$91.4M
Charitable Organization Clients
19AUM
$456.2M
Corporation or Business Clients
18AUM
$112.9M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.