Insights

Strong Market Presence With over six billion dollars in assets under management and a history dating back to 1978, Capital Advisors demonstrates a well-established position in the financial services industry, indicating potential opportunities to offer advanced wealth management technologies or specialized financial products.

Recent Leadership Growth The recent hiring of senior professionals such as Saumen Chattopadhyay as Head of Portfolio Solutions and Dwight Davenport as Private Wealth Advisor highlights a focus on expanding sophisticated investment solutions, suggesting an openness to innovative portfolio management tools and advisory services.

Focus on Transparency Capitalize on the company's commitment to transparent investment processes by offering compliance, reporting, and client engagement solutions that align with their objective and trust-building approach.

Market Expansion Opportunities Their recent partnership with eyecare providers indicates an interest in diversifying or expanding their client base and services, presenting possibilities for targeted marketing, client relationship management, or sector-specific financial solutions.

Technology Integration Utilizing a tech stack that includes modern tools like JSON-LD, Google Maps, and Bootstrap suggests a readiness to incorporate innovative digital solutions, providing opportunities for developing tailored client portals, data integration platforms, or marketing automation tools.

Similar companies to Capital Advisors

Capital Advisors Tech Stack

Capital Advisors uses 8 technology products and services including RSS, JSON-LD, Modernizr, and more. Explore Capital Advisors's tech stack below.

RSS
Content Management System
JSON-LD
Javascript Frameworks
Modernizr
Javascript Libraries
Google Maps
Maps
Google Tag Manager
Tag Management
Bootstrap
UI Frameworks
Apache HTTP Server
Web Servers
Apache
Web Servers

Media & News

Capital Advisors's Email Address Formats

Capital Advisors uses at least 1 format(s):

Capital Advisors Email Formats	Example	Percentage
FLast@capitaladv.com	JDoe@capitaladv.com	49%
FirstL@capitaladv.com	JohnD@capitaladv.com	1%
FLast@capitaladv.com	JDoe@capitaladv.com	49%
FirstL@capitaladv.com	JohnD@capitaladv.com	1%

Frequently Asked Questions

Where is Capital Advisors's headquarters located?

Capital Advisors's main headquarters is located at 2222 S Utica Pl, Suite 300 Tulsa, Oklahoma 74114, US. The company has employees across 4 continents, including North AmericaSouth AmericaAsia.

What is Capital Advisors's phone number?

You can contact Capital Advisors's main corporate office by phone at

+1-918-599-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Capital Advisors's stock symbol?

Capital Advisors is a publicly traded company; the company's stock symbol is N/A.

What is Capital Advisors's official website and social media links?

Capital Advisors's official website is capitaladv.com and has social profiles on LinkedIn.

What is Capital Advisors's NAICS code?

Capital Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Capital Advisors have currently?

As of October 2025, Capital Advisors has approximately 88 employees across 4 continents, including North AmericaSouth AmericaAsia. Key team members include Chief Financial Officer: J. M.Chief Compliance Officer: J. W.Chief Financial Officer And Managing Director: L. S.. Explore Capital Advisors's employee directory with LeadIQ.

What industry does Capital Advisors belong to?

Capital Advisors operates in the Financial Services industry.

What technology does Capital Advisors use?

Capital Advisors's tech stack includes RSSJSON-LDModernizrGoogle MapsGoogle Tag ManagerBootstrapApache HTTP ServerApache.

What is Capital Advisors's email format?

Capital Advisors's email format typically follows the pattern of FLast@capitaladv.com. Find more Capital Advisors email formats with LeadIQ.

When was Capital Advisors founded?

Capital Advisors was founded in 1978.

Capital Advisors

Financial ServicesUnited States51-200 Employees

Founded in 1978, Capital Advisors is a wealth management firm with over $6B in assets under management.  We offer a uniquely transparent investment process that lets you see exactly where you’re headed, every step of the way.  We work with individuals and advisors to develop purposeful strategies that adjust to changing market conditions.  You’ll find every member of our team to be open, accessible, objective and committed to earning your long-term trust.  

To learn more about us, visit capitaladv.com or email info@capitaladv.com
See relevant disclosures here: https://www.capitaladv.com/disclosures/