Capital Advisors, INC.
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
About This Firm
Capital Advisors offers portfolio management for individuals, small businesses, investment companies, and institutional clients. They use a comprehensive approach, with an Investment and Research Committee overseeing portfolio strategies. Financial planning services are also provided, tailored to individual client needs, covering a wide range of financial issues.
Fee Structure
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. Fees, account minimums, and payment terms may be negotiable depending on the client's situation.
Fee Estimator
Investment advisory fees are 1.00% annually on the average daily market value of assets, payable quarterly. Financial planning services are based on an hourly fee with a set minimum, but these fees are currently waived. The firm may recommend the use of CIAOX (the Fund), receiving 0.75% of the market value annually, payable monthly. Fees, account minimums, and payment terms may be negotiable depending on the client's situation.
Areas of Practice
Location
2222 South Utica Place, Suite 300, Tulsa, OK, 74114