Capital Advisors Employee Directory

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/

Find Capital Advisors employees' phone numbers or email addresses

Capital Advisors Global Highlights

North America
79

United States Of America
79

South America
5

Chile
5

Asia
3

India
3

Europe
1

Spain
1

Capital Advisors's Leadership

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
D. S.
Vice President Portfolio Analyst
Mobile Phone
Email
S. M.
Vice President - Internal Portfolio Management
Mobile Phone
Email
K. G.
Ceo
Mobile Phone
Email
K. F.
Managing Partner
Mobile Phone
Email
E. M. C.
Managing Partner
Mobile Phone
Email

Contact profiles from Capital Advisors

Name

Title

Contact Info

Location

Last Update

D. B.
Vice President
Mobile Phone
Email
Oct 22, 2024
S. G.
Vice President, Trader
Mobile Phone
Email
Oct 22, 2024
S. M.
Vice President - Internal Portfolio Management
Mobile Phone
Email
United StatesOklahoma
Oct 17, 2024
M. B.
Senior Vice President
Mobile Phone
Email
United StatesOklahoma
Feb 14, 2024
D. L.
Regional Director
Mobile Phone
Email
United StatesTexas
Oct 23, 2025
M. K.
Director Of Fixed Income
Mobile Phone
Email
United StatesOklahoma
Oct 25, 2025
S. R. F.
Director, Asset Allocation
Mobile Phone
Email
United StatesTexas
Aug 12, 2025
S. B.
Regional Director
Mobile Phone
Email
United StatesTexas
Sep 09, 2025
B. P.
Director Of Trading
Mobile Phone
Email
United StatesTexas
Oct 24, 2025
B. P.
Regional Director - Wealth Advisor
Mobile Phone
Email
United StatesOklahoma
Jul 18, 2025

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 88 employees as of October 2025. These team members are located across 4 continents, including North AmericaSouth AmericaAsia.

Who are Capital Advisors's key employees and leadership?

As of October 2025, Capital Advisors's key employees include:

Chief Financial Officer: J. M.
Chief Compliance Officer: J. W.
Chief Financial Officer And Managing Director: L. S.
Vice President Portfolio Analyst: D. S.
Vice President - Internal Portfolio Management: S. M.

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