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Capital Advisors, Inc.

● SEC registered since 1978CRD 104643SEC# 801-14050Tulsa, OK
Export (members)
Reg. AUM
$6.15B
Employees
60
Accounts
7,297
Location
Tulsa, OK

Capital Advisors, Inc. assets under management

Capital Advisors, Inc. is a registered investment adviser overseen by the SEC based in Tulsa, OK. The firm has been registered since 1978. It reports $6.1 billion in regulatory assets under management and employs 60 people.

Capital Advisors, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Capital Advisors, Inc. Esop and Trust ControlShareholder10-25%2016
George Anderson Brown ControlPresidentUnder 5%2002
George Anderson Brown Revocable Trust ControlShareholder10-25%2018
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Frequently asked questions

How much does Capital Advisors, Inc. manage?

Capital Advisors, Inc. reports $6.1 billion in regulatory assets under management on its Form ADV.

How many employees does Capital Advisors, Inc. have?

Capital Advisors, Inc. reports 60 employees.

Where is Capital Advisors, Inc. located?

Capital Advisors, Inc. is based in Tulsa, OK and has been SEC-registered since 1978.

Does Capital Advisors, Inc. disclose fund performance?

Capital Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2222 South Utica Place, Suite 300, Tulsa, OK 74114
Phone(866) 230-5879
Office hours8:00 a.m. - 4:30p.m. M - Th / 8:00a.m. - 3:15p.m. F
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$6.14B
Non-discretionary$5.3M
Total (RAUM)$6.15B