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Keith C. Goddard Spousal Lifetime Access Trust

ShareholderCapital Advisors, Inc.

About Keith C. Goddard Spousal Lifetime Access Trust

Keith C. Goddard Spousal Lifetime Access Trust is listed as Shareholder at Capital Advisors, Inc. in Tulsa, OK. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Capital Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Keith C. Goddard Spousal Lifetime Access Trust work?

Keith C. Goddard Spousal Lifetime Access Trust is listed as Shareholder at Capital Advisors, Inc. on SEC Form ADV.

How much of Capital Advisors, Inc. does Keith C. Goddard Spousal Lifetime Access Trust own?

Form ADV reports a beneficial ownership band of 5-10%.

Capital Advisors, Inc.

TitleShareholder
Ownership5-10%
Control personYes
Since2025