What departments does Capital Advisors have?

Capital Advisors has employees across 7 departments including Finance, Information Technology, Analytics, Research, Operations.

What is the largest department at Capital Advisors?

The largest department at Capital Advisors is Finance with 7 employees.

Where are Capital Advisors employees located globally?

Capital Advisors has employees across 5 continents and 5 countries including India, Spain, United States Of America, Aruba, Chile.

How has Capital Advisors's team size changed over time?

Capital Advisors's team has decreased from approximately 65 to 61 employees based on available data.

Capital Advisors Employee Directory

Q: Who are Capital Advisors's key employees and leadership?

Capital Advisors's key employees include: Ceo: K. G., Ceo: D. G., Chief Financial Officer: J. M., Chief Compliance Officer: J. W., Chief Financial Officer And Managing Director: L. S..

Financial ServicesOklahoma, United States51-200 Employees

Capital Advisors is a financial services firm that provides wealth management services. Founded in 1978, the company is based in Tulsa, Oklahoma, at 2222 South Utica Place Suite 300. The firm manages a reported asset base of over $7 billion and employs between 51 and 200 people. It describes its investment process as transparent and works with individuals and advisors to develop strategies that adjust to changing market conditions. In May 2026, Corient Private Wealth LLC announced the acquisition of Capital Advisors, Inc. for $7.8 billion.

Capital Advisors Global Highlights

North America
86

United States Of America
86

South America
6

Chile
6

Asia
3

India
3

Europe
1

Spain
1

Capital Advisors's Leadership

K. G.
Ceo
Mobile Phone
Email
D. G.
Ceo
Mobile Phone
Email
J. M.
Chief Financial Officer
Mobile Phone
Email
J. W.
Chief Compliance Officer
Mobile Phone
Email
L. S.
Chief Financial Officer And Managing Director
Mobile Phone
Email
G. C.
Vice President Wealth Advisor
Mobile Phone
Email
D. S.
Vice President Portfolio Analyst
Mobile Phone
Email
S. M.
Vice President - Internal Portfolio Management
Mobile Phone
Email

Capital Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Community & Social Services
Information Technology
Other
Entrepreneurship

Contact profiles from Capital Advisors

Name

Title

Contact Info

Location

Last Update

J. M.
Chief Financial Officer
Mobile Phone
Email
United StatesOklahoma
May 06, 2026
K. F.
Managing Partner
Mobile Phone
Email
United StatesOklahoma
Jun 24, 2024
J. A.
Managing Partner
Mobile Phone
Email
May 06, 2026
E. M. C.
Managing Partner
Mobile Phone
Email
United StatesTexas
Jun 04, 2026
J. W.
Chief Compliance Officer
Mobile Phone
Email
United StatesOklahoma
Jun 02, 2026
A. B.
President
Mobile Phone
Email
United StatesOklahoma
May 06, 2026
J. S.
President
Mobile Phone
Email
United StatesTexas
May 19, 2026
K. G.
Ceo
Mobile Phone
Email
United StatesOklahoma
May 06, 2026
D. G.
Ceo
Mobile Phone
Email
United StatesLouisiana
May 27, 2026
L. S.
Chief Financial Officer And Managing Director
Mobile Phone
Email
United StatesOklahoma
Oct 21, 2024

Frequently Asked Questions

What is Capital Advisors known for?

Capital Advisors was founded in 1978 operates in the Financial Services industry. The company's main headquarters is located in 2222 South Utica Place Suite 300 Tulsa, Oklahoma 74114 United States; you can contact the main corporate office by phone at

+1-918-599-****

. Explore Capital Advisors's company overview page for more information.

What is Capital Advisors's most common email format?

Capital Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Advisors email formats with LeadIQ.

How many employees does Capital Advisors have currently?

Capital Advisors has approximately 86 employees as of May 2026. These team members are located across 4 continents, including North AmericaSouth AmericaAsia.

Who are Capital Advisors's key employees and leadership?

As of May 2026, Capital Advisors's key employees include:

Ceo: K. G.
Ceo: D. G.
Chief Financial Officer: J. M.
Chief Compliance Officer: J. W.
Chief Financial Officer And Managing Director: L. S.

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Capital Advisors Employee Directory

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