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Capital Advisors, based in Tulsa, OK, is an employee-owned SEC-registered investment advisor with over 40 years of experience in wealth management, managing more than $55 billion in assets. The firm prides itself on a personalized approach, acting as fiduciaries to ensure high ethical standards while providing customized portfolios tailored to individual client needs.
With a dedicated team of over 66 professionals, including certified financial planners and chartered financial analysts, Capital Advisors focuses on both portfolio performance and client peace of mind. Their comprehensive services include investment management, financial planning, and compliance operations, all aimed at fostering long-term client relationships and financial success.
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