James Harrison Randall

6 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance PlanningHigh Net Worth

Capital Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

37 advisors

Number of Clients

3,118 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$6.1B

Fee Structure

Minimum Investment:$500K

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	1.00%

Fees are 1.00% annually on the average daily market value of the assets held in the portfolio, payable quarterly, in arrears.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

3001 Dallas Parkway, Suite 550, Frisco, TX, 75034

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History

Regulatory History (1)

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Criminal

August 2010

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Capital Advisors, INC.

October 2022 - Present · 3 yrs 4 mos

Edward JonesBroker

December 2018 - February 2021 · 2 yrs 2 mos

State Registrations2 states

OKTX

Advisor

Exams

No exam information available for this advisor.