PHILLIPS CAPITAL ADVISORS, INC.

OKLAHOMA CITY, Oklahoma·3 registered advisors·CRD# 115758
SEC# 801-669613405-943-9433
01

Firm Overview

AUM
$589M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PHILLIPS CAPITAL ADVISORS, INC.

3 registered advisors
Karen Le'ellen Coker
OKLAHOMA CITY, Oklahoma
Sharon Yvonne Allman
OKLAHOMA CITY, Oklahoma
Thompson Sylvester Phillips
OKLAHOMA CITY, Oklahoma
05

Office Locations

OKLAHOMA CITY, Oklahoma
3 advisors

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Data sourced from SEC Form ADV filings. PHILLIPS CAPITAL ADVISORS, INC. (CRD# 115758) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.