Capital Advisors Employee Directory

Financial ServicesOklahoma, United 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/

Find Capital Advisors employees' phone numbers or email addresses

Capital Advisors Global Highlights

North America
88

United States Of America
88

South America
3

Chile
3

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

New Zealand
1

Capital Advisors's Leadership

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

Contact profiles from Capital Advisors

Name

Title

Contact Info

Location

Last Update

J. M.
Chief Financial Officer
Mobile Phone
Email
United StatesOklahoma
Oct 31, 2024
J. A.
Managing Partner
Mobile Phone
Email
Oct 31, 2024
D. K.
Chief Compliance Officer
Mobile Phone
Email
United StatesOklahoma
Oct 31, 2024
A. B.
President
Mobile Phone
Email
United StatesOklahoma
Oct 31, 2024
E. M. C.
Managing Partner
Mobile Phone
Email
United StatesTexas
Oct 31, 2024
J. W.
Chief Operating Officer
Mobile Phone
Email
United StatesOklahoma
Nov 20, 2024
J. S.
President
Mobile Phone
Email
United StatesTexas
Oct 22, 2024
K. G.
Ceo
Mobile Phone
Email
United StatesOklahoma
Oct 31, 2024
L. S.
Chief Financial Officer And Managing Director
Mobile Phone
Email
United StatesOklahoma
Oct 21, 2024
T. H.
Vice President, Wealth Advisor
Mobile Phone
Email
United StatesTexas
Nov 08, 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 S Utica Pl Suite 300 Tulsa, Oklahoma 74114 US; 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 79 employees as of October 2024. These team members are located across 4 continents, including North AmericaSouth AmericaEurope.

Who are Capital Advisors's key employees and leadership?

As of October 2024, Capital Advisors's key employees include:

Chief Financial Officer: J. M.
Chief Compliance Officer: D. K.
Chief Operating Officer: J. W.
Chief Financial Officer And Managing Director: L. S.
Vice President Portfolio Analyst: D. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking