Capital Advisors

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

Location
Employees

North America
88

Minus sign iconPlus sign icon
  • United States Of America
    88

South America
3

Minus sign iconPlus sign icon
  • Chile
    3

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

Oceania
1

Minus sign iconPlus sign icon
  • New Zealand
    1

Capital Advisors's Leadership

  • Stylized image of a person
    J. M.
    Chief Financial Officer
    Phone icon
  • Stylized image of a person
    D. K.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    J. W.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    L. S.
    Chief Financial Officer And Managing Director
    Phone icon
  • Stylized image of a person
    D. S.
    Vice President Portfolio Analyst
    Phone icon
  • Stylized image of a person
    G. C.
    Vice President Wealth Advisor
    Phone icon
  • Stylized image of a person
    S. M.
    Vice President - Internal Portfolio Management
    Phone icon
  • Stylized image of a person
    K. G.
    Ceo
    Phone icon

Contact profiles from Capital Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. P.
    Regional Director - Wealth Advisor
    Phone icon
    United StatesOklahoma
    Oct 31, 2024
  • Stylized image of a person
    B. P.
    Director Of Trading
    Phone icon
    Oct 31, 2024
  • Stylized image of a person
    M. K.
    Director Of Fixed Income
    Phone icon
    UNITED STATES
    Apr 07, 2023
  • Stylized image of a person
    M. K.
    Director Of Fixed Income
    Phone icon
    United StatesOklahoma
    Oct 31, 2024
  • Stylized image of a person
    S. R. F.
    Director, Asset Allocation
    Phone icon
    United StatesTexas
    Oct 31, 2024
  • Stylized image of a person
    S. S.
    Director Of Equity Research
    Phone icon
    United StatesOklahoma
    Oct 31, 2024
  • Stylized image of a person
    J. E.
    Information Technology Manager
    Phone icon
    United StatesOklahoma
    Nov 22, 2024
  • Stylized image of a person
    A. B.
    Portfolio Manager
    Phone icon
    UNITED STATES
    Aug 18, 2023
  • Stylized image of a person
    D. P.
    Senior Manager
    Phone icon
    United StatesConnecticut
    Oct 22, 2024
  • Stylized image of a person
    K. B.
    Human Resources Manager
    Phone icon
    United StatesOklahoma
    Nov 12, 2024

Frequently Asked Questions

What is Capital Advisors known for?

Minus sign iconPlus sign icon
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 . Explore Capital Advisors's company overview page for more information.

What is Capital Advisors's most common email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon

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.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.