Capital Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated March 16, 2026, reports $7.4B in regulatory assets under management, 69 employees, 11 offices, and 7,827 accounts.
Assets Under Management
$7.4B
Employees
69
Offices
11 offices
Total Clients
3,311
Primary office
TULSA, OK
2222 SOUTH UTICA PLACE, SUITE 300, TULSA, OK, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.5% of total clients.
Top client categories% of clientsClients
1
Individuals
53.5%
1,771
2
HNWI
45.0%
1,491
3
Charitable
0.6%
19
4
Corporations
0.5%
18
5
Pension Plans
0.3%
11
Additional categories (<0.1%)
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.4Bas of March 16, 2026
Discretionary99.9%
$7.4B
100% of total RAUM99.9%
Non-discretionary0.1%
$6M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7.4B
Total Accounts7,827
10Y AUM Change+$5.6B (+303.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees69
Clients per Employee48:1
10Y Employee Change+44 (+176.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.