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CAPITAL ADVISORS, INC.
CRD 104643 · SEC 801-14050
2222 SOUTH UTICA PLACE, SUITE 300, TULSA, OK, 74114, United States
Phone
(866) 230-5879
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.43B
Discretionary AUM
$7.42B
Team
69 total employees; 35 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1771 | $2.09B |
| High net worth individuals | 1491 | $4.52B |
| Investment companies | 1 | $160.2M |
| Pension/profit sharing plans | 11 | $91.4M |
| Charitable organizations | 19 | $456.2M |
| Corporations/business entities | 18 | $112.9M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD