The CAPITAL ADVISORS, INC. is a privately held investment adviser that advises $7.43Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CAPITAL ADVISORS, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 113.87% over the last 5-years.
The Group has been registered with the SEC for 47.9 years and is comprised of 1 filing and 0 relying advisers. They operate out of 12 office locations with their Headquarters at 2222 SOUTH UTICA PLACE SUITE 300, TULSA, OKLAHOMA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 69 employees comprised of 35 investment and 34 non-investment staff. The total number of Employees increased by 60.47% over the last 5-years.
Their $7.43Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 48 other accounts. Assets of High Net Worth Individuals clients own $4.52Bn or 60.85% of Total Assets and Individuals own $2.09Bn or 28.11% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
CAPITAL ADVISORS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.