CAPITAL ADVISORS, INC. - Financial Advisor in Oklahoma, Tulsa

Tel: (866) 230-5879 2222 South Utica Place Suite 300 Tulsa, Oklahoma 74114

About CAPITAL ADVISORS, INC.

CAPITAL ADVISORS, INC. is a Tulsa, Oklahoma based financial advisory firm with nearly $5,501,719,930 in assets under management and provides investment advisory services for 6518 clients. There are currently 59 financial advisors at the firm.

General Information

Firm CRD#:

104643

Firm SEC#:

801-14050

Assets Under Management:

$5,501,719,930

No. of Clients:

6518

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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110774

801-60138

2265

$11,569,058,289

ARGONAUT PRIVATE CAPITAL, LP

283878

801-107803

$3,464,024,447

JACKSON HOLE CAPITAL PARTNERS, LLC

285978

801-113252

498

$862,109,541

PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.

115220

801-60650

$825,985,024

GIBRALTAR CAPITAL MANAGEMENT, INC.

122328

801-66289

376

$750,855,822

BOK FINANCIAL ADVISORS

17530

801-53600

3101

165

$737,556,409

THE ADVISORY RESOURCE GROUP, LLC

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801-111999

2310

$715,501,519

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141969

801-78149

1226

$701,084,221

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169704

801-78860

1315

$651,008,144

THE LEGACY FINANCIAL GROUP, INC.

135059

801-64293

1608

$513,560,986

EVERPAR ADVISORS LLC

326468

801-128638

816

$488,511,578

SCISSORTAIL WEALTH MANAGEMENT, LLC

297761

801-114094

2100

$488,486,732

MELIA WEALTH LLC

145402

801-110485

2225

$455,681,209

HOGANTAYLOR WEALTH

129696

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$434,377,670

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