Thomas Liversage

Thomas Liversage is Senior Vice President at Capital Advisors, Inc., an SEC-registered investment advisory firm based in Tulsa, Oklahoma, where he leads wealth management and business development initiatives. In this role, he focuses on delivering comprehensive wealth planning and portfolio management services tailored to high-net-worth individuals, families, and institutional clients. His responsibilities center on client service, investment strategy, and sustaining long-term financial planning relationships.

Thomas specializes in multi-asset investment portfolios, targeting sectors such as equities, fixed income, and depository banking functions. His expertise extends to designing portfolios for individuals, businesses, and institutions, while providing guidance on tax-advantaged strategies and generational wealth preservation. Registered to advise clients in multiple states, he emphasizes personalized investment solutions across asset classes and industries.

With over a decade of experience at Capital Advisors, Thomas previously served as VP Wealth Advisor and VP Portfolio Manager, advancing the firm’s wealth advisory and portfolio management capabilities. He holds a Bachelor’s degree in Accounting and Finance from the University of San Diego School of Business Administration and an MBA from the University of Tulsa. Thomas is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) noted for his commitment to client success and ongoing professional development.