Capital Advisors, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

104643

SEC number

801-14050

Firm type

RIA

Assets under management

$7.4B as of Mar 16, 2026

Website

www.capadvfunds.com ↗

Phone

(866) 230-5879

Address

2222 South Utica Place, Tulsa, OK, 74114

Advisors at this firm

31 in our index · page 1 of 1

• Nia Ambriehl AlexandriaCRD 6939185 · Austin, TX
  IA RegisteredRegistration inactive
• Jonathan Dean AlthageCRD 5154213 · Tulsa, OK
  IA RegisteredRegistration inactive
• Michael James BaerCRD 6714043 · Frisco, TX
  IA RegisteredRegistration inactive
• David Patrick BannonCRD 3039084 · Birmingham, AL
  IA RegisteredRegistration inactive
• Simon Mark BeresfordCRD 5372964 · Frisco, TX
  IA RegisteredRegistration inactive
• George Anderson BrownCRD 2719984 · Tulsa, OK
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Patrick Kenneth BurdickCRD 3002868 · Houston, TX
  IA Registered
  Disclosure event(s) on record
• Eric Matthew CannonCRD 3232489 · Frisco, TX
  IA RegisteredRegistration inactive
• Dejan DimitrijevicCRD 4202570 · Austin, TX
  IA RegisteredRegistration inactive
• Ryan Daniel EberlyCRD 6583015 · Tulsa, OK
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kelcy T FloresCRD 6418183 · Tulsa, OK
  IA Registered
• Scott Robert FrantzCRD 5817770 · Frisco, TX
  IA Registered
• Keith Charles GoddardCRD 2174091 · Tulsa, OK
  IA RegisteredRegistration inactive
• George Enrique HaasCRD 2907686 · Houston, TX
  IA Registered
• Bradford Taylor HardyCRD 5988282 · San Antonio, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mitchell G. KaczmarekCRD 6694713 · Tulsa, OK
  IA Registered
• Danny Y. LaCRD 5479587 · Austin, TX
  IA RegisteredRegistration inactive
• Thomas Wh LiversageCRD 6693355 · Tulsa, OK
  IA Registered
• Jane Ann MatulisCRD 8276922 · Tulsa, OK
  IA Registered
• Mckenzie Mabri MillsCRD 6596961 · Tulsa, OK
  IA Registered
• Brigette Lee ParnellCRD 5584467 · Frisco, TX
  IA RegisteredRegistration inactive
• Bradley Scott PriestCRD 2305652 · Tulsa, OK
  IA Registered
• James Harrison RandallCRD 7033271 · Frisco, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Courtney Elizabeth RuebCRD 7978631 · Tulsa, OK
  IA Registered
• Daniel SchluterCRD 6865739 · Frisco, TX
  IA Registered
• Hayden Elizabeth SiegfriedCRD 7725872 · Tulsa, OK
  IA Registered
• Steven SorannoCRD 2643540 · Tulsa, OK
  IA RegisteredRegistration inactive
• Jeremy Alan TravisCRD 6937740 · Tulsa, OK
  IA Registered
• Cullen Tarlac WilliamsCRD 3246921 · Austin, TX
  IA RegisteredRegistration inactive
• Catherine Bernice YoungCRD 3217861 · Tulsa, OK
  IA RegisteredRegistration inactive
• Linda Ann YoungerCRD 2808362 · Tulsa, OK
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.