Wealth Manager
    SEC Registered
    Manages Private Funds

    Capital Advisors, Inc.

    Registered investment advisor · Tulsa, Oklahoma · CRD #104643

    Assets Under Management
    $7.4B
    Client Accounts
    7,827
    Employees
    69
    CRD Number
    104643
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Capital Advisors, Inc.

    Capital Advisors, Inc. is an investment advisory firm founded in 1978, offering financial planning and wealth management services to individuals, institutions, and corporations. With over $7 billion in assets under management, it employs a transparent investment process and has a team of over 67 professionals dedicated to client service.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Capital Advisors, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Capital Advisors, Inc.'s AUM?

    Capital Advisors, Inc. reports approximately $7.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Capital Advisors, Inc. headquartered?

    Capital Advisors, Inc. is headquartered in Tulsa, Oklahoma.

    What is Capital Advisors, Inc.'s CRD number?

    Capital Advisors, Inc.'s CRD number is 104643. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Capital Advisors, Inc. manage?

    Capital Advisors, Inc. manages approximately 7,827 client accounts according to its latest SEC filing.

    Is Capital Advisors, Inc. SEC registered?

    Yes, Capital Advisors, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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