CAPITAL ADVISORS, INC.

TULSA, Oklahoma·8 registered advisors·CRD# 104643
SEC# 801-1405011(918) 599-0045
01

Firm Overview

AUM
$5.5B
Regulatory assets under management
Employees
59
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CAPITAL ADVISORS, INC.

8 registered advisors
Debra Lynn Konieczny
TULSA, Oklahoma
Elizabeth Lieser Goddard
TULSA, Oklahoma
George Anderson Brown
TULSA, Oklahoma
Jamie Lynn Wilson
TULSA, Oklahoma
Jessica Layne Montgomery
TULSA, Oklahoma
Keith Charles Goddard
TULSA, Oklahoma
Lorine Ann Smith
TULSA, Oklahoma
Monty Lee Butts
TULSA, Oklahoma
05

Office Locations

TULSA, Oklahoma
8 advisors

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Data sourced from SEC Form ADV filings. CAPITAL ADVISORS, INC. (CRD# 104643) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.