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Building 2PHILLIPS CAPITAL ADVISORS, INC.

Map pinOKLAHOMA CITY, OK
Phone405-943-9433
NotebookSEC #801-66961
Total AUM
$588.6M
Employees
17
Clients
629

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3401 NW 63RD ST. STE 500
OKLAHOMA CITY
OK 73116
United States
Operating Hours
8:00 AM-4:30 PM
Monday - Friday
Phone
405-943-9433
Other Offices
3

ReceiptFinancials

Total AUM
$588.6M
Accounts
646
Discretionary
$145.3M
Accounts
489
Non-Discretionary
$443.3M
Accounts
157

ContactClients

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Individual Clients
428
AUM
$68.8M
HNW Individual Clients
163
AUM
$84.5M
Charitable Organization Clients
10
AUM
$14.7M
Corporation or Business Clients
5
AUM
$381.1M
Other Clients
23
AUM
$39.5M
Description of Other Clients
PARTNERSHIPS, 401K, 403B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony ChargeOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
COLANMOKTX

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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