Capital Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · Oklahoma, United States · 51-200 Employees

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Overview

Headquarters

2200 S Utica Pl Ste 150, Tulsa, Oklahoma...

Phone Number

(918) 599-0045

Revenue

$8.4 Million

Industry

Finance Securities Trading
ZI Rank: 3
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
2
2
2
3

About Capital Advisors

Capital Advisors has been committed to transparency since 1978. The company works diligently to gain a comprehensive understanding of your goals. And the company reciprocate by giving you a completely clear understanding of the investment strategies the company implement for you. You will know you have a strong partner. Individual investors, and the advisors who serve them, benefit from Capital Advisors' 35-plus years of experience serving investors. Likewise, the company's aggregate buying power and deep network of industry contacts creates opportunities for the company's clients. You will know where your portfolios are, every day.Explore more
Capital Advisors's Social MediaPopular Searchescapital advisors IncCapital AdvisorsCapital Investments AdvisorsCapital Select Investments CorpCapital Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Capital Advisors Org Chart

Keith Goddard, Chief Executive Officer at Capital Advisors
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Chief Executive Officer

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Jessica Montgomery, Chief Financial Officer at Capital Advisors
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Chief Financial Officer

PhoneEmail
Jamie Wilson, Chief Operating Officer at Capital Advisors
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Chief Operating Officer

PhoneEmail
Keith Luo, Chief Technology Officer & Chief Information Officer & Manager, Trading Systems at Capital Advisors
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Chief Technology Officer & Chief Information ...

PhoneEmail
AB
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President

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Herbert MacArthur, President at Capital Advisors
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President

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PhoneEmail
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BP
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Director, Trading

PhoneEmail
BZ
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Director, Trading

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Advisors

$8.4M
51-200
Private
-
1978
$16.7M
51-200
Private
-
-
NR
Nikki ReichardtDirector, Client Relations & Manager, Office
$9.7M
51-200
Private
<$5M
1982
$7.7M
11-50
Private
-
1988
TF
Theresa FanningChief Operating Officer
$6.7M
11-50
Private
-
1999
$5.7M
51-200
Private
-
1986
<$5M
11-50
Private
-
1997
Lance Gunkel, Managing Director at Syverson Strege
Lance GunkelManaging Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capital Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capital Advisors.

Capital Advisors Tech Stack

A closer look at the technologies used by Capital Advisors

Most Recent Scoops

Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Facilities Relocation / Expansion
Capital Advisors is planning to move offices in October 2024. The move will impact employees at the existing office located at 7200 N Mopac Blvd, Suite # 300, Austin, TX.
Facilities Relocation/Expansion
Award
Award
Project
A front-line source has indicated that the organization is prioritizing updating the customer relationship management (CRM) solution over the next three months.
CRM, Upgrade
Project
Machine Learning, Enterprise Software, Financial Systems, Outsourcing
See more scoops

Capital Advisors News & Media

  • View Capital Advisors Named to CNBC FA 100 List

    DALLAS--(BUSINESS WIRE)--View Capital Advisors, LLC has been named to the CNBC FA 100 list for 2021. This is the third year for CNBC to release the FA 100 list and View Capital’s first year to be included. “We are honored to be included in the CNBC FA 100 list this year. We founded View Capital in 2004 to provide unbiased independent investment advice to sophisticated individuals and families. We appreciate the support of our clients
Read more news

Top Finance Companies

Frequently Asked Questions Regarding Capital Advisors

What is Capital Advisors's official website?
Capital Advisors's official website is www.capitaladv.com
What is Capital Advisors's Revenue?
Capital Advisors's revenue is $8.4 Million
What is Capital Advisors's SIC code?
Capital Advisors's SIC: 62,628
What is Capital Advisors's NAICS code?
Capital Advisors's NAICS: 52,523
How many employees does Capital Advisors have?
Capital Advisors has 51-200 employees
What industry does Capital Advisors belong to?
Capital Advisors is in the industry of: Finance, Securities Trading
What is Capital Advisors competition?
Capital Advisors top competitors include: Clarus Wealth Advisors, Disciplined Equities Management, Vision Capital, Appleton Partners
What companies has Capital Advisors acquired?
Capital Advisors has acquired the companies: Chartered Semiconductor Manufacturing, Yield Advantage Income Trust, Rockwater Capital, Bdf
What technology does Capital Advisors use?
Some of the popular technologies that Capital Advisors uses are: WordPress.org, PHP, ClearCompany, F5 Silverline DDoS Protection
Who is the CFO of Capital Advisors?
Capital Advisors's CFO is Jessica Montgomery
Who is the CTO of Capital Advisors?
Capital Advisors's CTO is Keith Luo
How do I contact Capital Advisors?
Capital Advisors contact info: Phone number: (918) 599-0045 Website: www.capitaladv.com
What does Capital Advisors do?

Capital Advisors has been committed to transparency since 1978. The company works diligently to gain a comprehensive understanding of your goals. And the company reciprocate by giving you a completely clear understanding of the investment strategies the company implement for you. You will know you have a strong partner. Individual investors, and th... e advisors who serve them, benefit from Capital Advisors' 35-plus years of experience serving investors. Likewise, the company's aggregate buying power and deep network of industry contacts creates opportunities for the company's clients. You will know where your portfolios are, every day.Read More

What are Capital Advisors social media links?
Capital Advisors Linkedin page Capital Advisors Twitter page Capital Advisors Facebook page
Is Capital Advisors a public company?
Capital Advisors is private company therefore does not currently have an official ticker symbol
See more information about Capital Advisors

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