|
⚲
|
| Keyboard |
| Capital Advisors Inc
✚
|
|
|---|---|
| CRD # | 104643 |
| SEC # | 801-14050 |
| CIK # | 0001582732, 0001350780, 0001597878 |
| AUM | 7,428.4 M (2026-03-16) |
| Employees | 69 (51% Investors, 0% Brokers) |
| Phone | 866-230-5879 |
| Address | 2222 South Utica Place Tulsa, OK 74114 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| iShares Bitcoin Trust | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,771 | 2.1 |
| (b) Individuals (high net worth individuals) | 1,491 | 4.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 0.1 |
| (h) Charitable organizations | 19 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 7,827 | 7.4 |
| By Discretionary | ||
| Discretionary | 7,826 | 7.4 |
| Non-Discretionary | 1 | 0.0 |
| Total | 7,827 | 7.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.4 | |
| Total | 7,827 | 7.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001350780] | |
| 13F-HR | [0001582732] | |
| 13F-HR | [0001597878] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aldrich Wealth Limited Partnership
✚
|
OR | 7,615.3 M |
|
McMorgan & Company LLC
✚
|
CA | 7,609.2 M |
|
Avantax Planning Partners Inc
✚
|
IA | 7,569.4 M |
|
DSM Capital Partners LLC
✚
|
FL | 7,564.9 M |
|
Carnegie Capital Asset Management LLC
✚
|
OH | 7,513.2 M |
|
JMG Financial Group Ltd
✚
|
IL | 7,500.1 M |
|
Hays Financial Group LLC
✚
|
MN | 7,450.4 M |
|
Homestead Advisers Corp
✚
|
VA | 7,450.1 M |
|
First National Advisers LLC
✚
|
NE | 7,369.7 M |
|
Badgley Phelps Wealth Managers LLC
✚
|
WA | 7,280.8 M |