# CAPITAL ADVISORS, INC.

CAPITAL ADVISORS, INC. of TULSA, OK is an SEC-registered investment adviser.

## Registration

- CRD: 104643
- Type: SEC-registered investment adviser
- SEC file number: 801-14050
- Location: 2222 SOUTH UTICA PLACE, SUITE 300, TULSA, OK, 74114
- Phone: (866) 230-5879
- Latest filing: 2026-03-16
- Regulatory AUM: $7.4B
- Discretionary AUM: $7.4B
- Non-discretionary AUM: $6.2M
- Clients: 69
- Accounts: 7,827

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (25)

| 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 | — |


## Branch offices (22)

_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 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104643/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104643/similar
- Related entities: https://search.stillhousedata.com/firm/104643/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104643

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.