Capital Advisors, Inc.

RIASEC RegisteredEst. 1978

Total AUM

$7.4B

Discretionary

$7.4B

100% of AUM

Avg account

$949K

Accounts

7,827

Employees

Advisory reps

Firm details

Headquarters: Tulsa, Oklahoma
CRD number: 104643
Registered since: September 18, 1978
Website: capitaladv.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.85%
Individuals28.11%
Charitable Organizations6.14%
Investment Companies2.16%
Corporations / Businesses1.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Capital Advisors, Inc. is a corporation that has been SEC-registered since 1978 and acts as a capital allocator for both individual/family and institutional clients. The firm offers financial planning and portfolio management across individuals, small businesses, investment companies and institutions, and it also performs selection-of-other-advisers work. Its fee models include percentage-of-AUM, hourly charges, and fixed fees. Capital Advisors reports it does not position itself as an active ESG investor. The firm has been recognized in industry rankings, appearing on Forbes’ lists of Top RIA Firms (2022, 2023, 2024), named among Barron’s Top 100 RIA Firms (2023, 2025), and included in Citywire’s 50 Growers Across America (2022, 2023).