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CAPITAL ADVISORS, INC.
Tel: (866) 230-5879
2222 South Utica Place Suite 300
Tulsa, Oklahoma 74114
CAPITAL ADVISORS, INC.
CAPITAL ADVISORS, INC. is a Tulsa, Oklahoma based financial advisory firm with nearly $5,501,719,930 in assets under management and provides investment advisory services for 6518 clients. There are currently 59 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
104643
SEC#:
801-14050
No. of Clients:
6518
Assets under Management
$5,501,719,930
No. of Advisors:
59
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