Capital Advisors, Inc.
● SEC registered since 1978CRD 104643SEC# 801-14050Tulsa, OK
Reg. AUM
$7.43B
Employees
69
Accounts
7,827
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 $7.4 billion in regulatory assets under management and employs 69 people.
Capital Advisors, Inc. owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Capital Advisors, Inc. Esop and Trust Control | Shareholder | 10-25% | 2016 |
| George Anderson Brown Control | President | Under 5% | 2002 |
| George Anderson Brown Revocable Trust Control | Shareholder | 10-25% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Capital Advisors, Inc. manage?
Capital Advisors, Inc. reports $7.4 billion in regulatory assets under management on its Form ADV.
How many employees does Capital Advisors, Inc. have?
Capital Advisors, Inc. reports 69 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
| Address | 2222 South Utica Place, Suite 300, Tulsa, OK 74114 |
| Phone | (866) 230-5879 |
| Office hours | 8:00 a.m. - 4:30p.m. M - Th / 8:00a.m. - 3:15p.m. F |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$7.43B▲ 35%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$7.43Bregulatory AUM
Discretionary $7.42BNon-discretionary $6.2M