Assets Under Management
$6.1B
Number of Clients
3,118
Number of Advisors
37
Average Client AUM
$2.0M
AUM per Advisor
$166.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capital Advisors offers portfolio management for individuals, small businesses, investment companies, and institutional clients. They also provide comprehensive financial planning services tailored to individual needs, covering areas like college funding, estate planning, tax planning, and retirement planning.
| 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.
2222 South Utica Place, Suite 300, Tulsa, OK, 74114