Capital Advisors Inc/ok
Capital Advisors, Inc. is an employee-owned SEC-registered investment adviser headquartered in Tulsa, Oklahoma. Founded in 1978, the firm manages over $5.5 billion in assets, serving more than 2,600 clients nationwide through over 11 offices. It specializes in financial planning, investment management, and wealth advisory services for individuals, high net worth individuals, retirement plans, businesses, and charitable organizations. The firm employs a team of around 59-60 professionals, including certified financial planners, CFA charterholders, and operational experts, and claims compliance with the Global Investment Performance Standards (GIPS).
Investment Strategy
Capital Advisors provides fully customized portfolios tailored to each client’s Investment Policy Statement and goals. Their approach involves assembling expert teams, including CFPs and CFA charterholders, to oversee individual portfolios, monitor market data, and assess risk. The firm emphasizes a fiduciary, client-centric model that avoids one-size-fits-all solutions, focusing instead on transparency, personalized financial planning, rigorous investment management, and diligent portfolio monitoring to ensure client objectives and risk tolerances are constantly met. The firm claims compliance with the Global Investment Performance Standards (GIPS), and serves a diverse clientele including individuals, high net worth clients, pension plans, charitable organizations, and corporations.
Top Holdings
Equity Positions (341)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PEP | PEPSICO INC | 5.20% | $311.2M | 2,215,939 | $124.78 | $140.44 | +$19.5M |
M MSFT | MICROSOFT CORP | 4.60% | $274.9M | 530,838 | $183.79 | $517.95 | +$13.8M |
N NVDA | NVIDIA CORPORATION | 4.22% | $252.5M | 1,441,604 | $52.37 | $186.58 | +$60.7M |
A AAPL | APPLE INC | 3.62% | $216.3M | 860,996 | $105.80 | $254.63 | +$68.0M |
J JPM | JPMORGAN CHASE & CO. | 2.96% | $176.9M | 560,784 | $147.52 | $315.43 | +$21.5M |
Industry Allocation
Investment Team (16)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | New York, NY , United States | |
C Christopher Jones | Principal | United States | |
E Eduardo Barco | Founding Partner and Owner | Miami, FL , United States | |
E Eric Cannon | Managing Partner | Frisco, TX , United States | |
 | President | New York, NY , United States | |
J Joseph Maly | Managing Partner | San Francisco, CA , United States | |
A Andy Brown | President | Tulsa, OK , United States | |
 | Senior IT Analyst | Broken Arrow, OK , United States | |
| President | Sarasota, FL , United States | ||
D Daniel Schluter | Vice President Portfolio Analyst | Frisco, TX , United States |