CAPITAL ADVISORS, INC. of TULSA, OK is an SEC-registered investment adviser (CRD 104643). Regulatory assets under management: $7.4B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| George Anderson Brown | PRESIDENT; TRUSTEE | — |
| Jamie Lynn Wilson | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Keith Charles Goddard | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| Jessica Layne Montgomery | CHIEF FINANCIAL OFFICER | — |
| MINSHALL RICHARD EUGENE | CHAIRMAN OF BOARD; CHAIRMAN OF BOARD, CIO; CHAIRMAN OF BOARD/PRESIDENT | — |
| MINSHALL SARA KATHRYN | SHAREHOLDER | — |
| SMITH LORINE ANN | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/MANAGING DIRECTOR; CHIEF OPERATING OFFICER (+5 more) | — |
| BUTTS MONTY LEE | MANAGING DIRECTOR; SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| MINSHALL MELISSA MARIE | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/VICE CHAIRMAN; SENIOR VICE PRESIDENT (+1 more) | — |
| GODDARD KEITH CHARLES | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER; PRESIDENT (+4 more) | — |
| BROWN GEORGE ANDERSON | MANAGING DIRECTOR; PRESIDENT; SENIOR VICE PRESIDENT (+2 more) | — |
| LOFGREN RICHARD S | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| EDGMON CHRIS SCOTT | VICE PRESIDENT | — |
| SMITH CHANNING STICE | MANAGING DIRECTOR; OWNER; VICE PRESIDENT | — |
| SYMM MARK AARON | VICE PRESIDENT | — |
| WILSON JAMIE LYNN | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/MANAGING DIRECTOR; CHIEF OPERATING OFFICER, MANAGING DIRECTOR, AND SECRETARY OF THE BOARD (+5 more) | — |
| WATKINS JEFFREY DAVID | PRESIDENT | — |
| LOFGREN RICHARD SCOTT | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | — |
| GODDARD ELIZABETH LIESER | TRUSTEE | — |
| MORLEY JOHN | SHAREHOLDER | — |
| PANTALEONI ANTHONY | SHAREHOLDER | — |
| LEE TRACY RENEE | VICE PRESIDENT | — |
| KONIECZNY DEBRA LYNN | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MONTGOMERY JESSICA LAYNE | CHIEF FINANCIAL OFFICER | — |
| Robert Eugene Lorton | TRUSTEE | — |
Showing 15 of 22 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| FRISCO | TX | 7 | (866) 230-5879 |
| FRISCO | TX | 7 | (866) 230-5879 |
| AUSTIN | TX | 3 | (866) 230-5879 |
| AUSTIN | TX | 3 | (866) 230-5879 |
| HOUSTON | TX | 2 | (866) 230-5879 |
| HOUSTON | TX | 2 | (866) 230-5879 |
| EDMOND | OK | 1 | (866) 230-5879 |
| FARMINGTON | UT | 1 | (866) 230-5879 |
| HENDERSON | NV | 1 | (866) 230-5879 |
| PHOENIX | AZ | 1 | (866) 230-5879 |
| BIRMINGHAM | AL | 1 | (866) 230-5879 |
| DENVER | CO | 1 | (866) 230-5879 |
| NASHVILLE | TN | 1 | (866) 230-5879 |
| SAN ANTONIO | TX | 1 | (866) 230-5879 |
| EDMOND | OK | 1 | (866) 230-5879 |