CAPITAL ADVISORS, INC.

RIASEC RegisteredEst. 1978
Total AUM
$7.4B
Discretionary
$7.4B
100% of AUM
Avg account
$949K
Accounts
7,827
Employees
69
Advisory reps
37

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 an independent, SEC-registered investment adviser that has been in operation since 1978. The firm acts as a capital allocator for both individual and institutional clients, offering financial planning, discretionary portfolio management across individuals, small businesses and institutions, and third‑party manager selection. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed‑fee engagements. Capital Advisors does not identify as an active ESG investor and lists accounting and law‑firm relationships among its industry affiliations. The firm has been recognized in industry rankings, appearing on Forbes and Barron’s lists and in Citywire features between 2022 and 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 61%, Public Funds/Mutual Funds 19%, Investment Grade Corp Bonds 8%, Cash & Cash Equivalents 7%, State & Local Bonds 4%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Derivatives 1%, Private Funds 1%, Other 1%61%
  • Exchange Traded Equities61%
  • Public Funds/Mutual Funds19%
  • Investment Grade Corp Bonds8%
  • Cash & Cash Equivalents7%
  • State & Local Bonds4%

Owners & executives

3 of 3

  • KEITH GODDARD

    CEO & Chief Investment OfficerCRD 2174091

  • JAMIE WILSON

    Chief Operating OfficerCRD 2239278

  • JESSICA MONTGOMERY

    Chief Financial OfficerCRD 6528695

Contacts

3 of 34

  • CONNER JOHNSON

    Associate Wealth AdvisorCRD 7804552

  • DAVID BANNON

    Senior Vice-President, Wealth AdvisorCRD 3039084

  • BRADFORD HARDY

    Vice President​, Wealth AdvisorCRD 5988282

Unlock 31 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 123

Active vs passive

$1.6B in ETFs

Passive

74%

$1.2B

Active

26%

$413M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU)BlackRockPassiveTarget Maturity$118M5,083,6167.56%
Unlock additional holdings →

Location

Primary office

TULSA, OK

TULSA

Location

TULSA, OK

Headquartered in TULSA, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.

Metro area
Tulsa-Muskogee-Bartlesville, OK
Region
South
County
TULSA
Address
2222 S Utica Pl
Time zone
CT (UTC-6)
Office locations

Similar firms

CAVANAL HILL INVESTMENT MANAGEMENT, INC.

RIA

TULSA, OK

AUM $15.2BTEAM 47REPS 36

ARGONAUT PRIVATE CAPITAL, LP

RIA

TULSA, OK

AUM $3BTEAM 23REPS 4

Trinity Strategic Wealth

RIA

TULSA, OK

AUM $1.5BTEAM 27REPS 18

GIBRALTAR CAPITAL MANAGEMENT, INC.

RIA

TULSA, OK

AUM $1.3BTEAM 31REPS 20

PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.

RIA

TULSA, OK

AUM $1.3BTEAM 6REPS 3

ALLEGIANT WEALTH ADVISORS, LLC

RIA

TULSA, OK

AUM $1.2BTEAM 3REPS 2
More RIAs in TULSA →All Oklahoma RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth