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Thomas Liversage

Senior Vice President at Capital Advisors Inc/ok

Tulsa, OK , United States

About

Thomas Liversage is Senior Vice President and Wealth Advisor at Capital Advisors, Inc., based in Tulsa, Oklahoma, where he leads the delivery of comprehensive wealth management and financial planning services for individuals, businesses, and institutional clients. His responsibilities include portfolio management, client relationship oversight, and the selection of other advisers for tailored investment strategies.

Liversage brings over a decade of experience to his role, with expertise spanning portfolio construction, depository banking functions, and advisory services. His investment practice focuses on personalized financial planning and management across equities, fixed income, and multi-asset investment solutions, particularly for high-net-worth individuals and business owners. He is known for integrating rigorous risk analysis and strategic asset allocation to meet client goals.

Before joining the investment sector, Liversage held coaching positions in collegiate athletics, notably as Associate Head Men’s Tennis Coach at the University of Tulsa and Assistant Coach at the University of San Diego. He holds an MBA from the University of Tulsa and a Bachelor’s in Accounting and Finance from the University of San Diego and is a Certified Financial Planner® (CFP®), recognized for his dedication to client outcomes and professional excellence.

Career History

OrganizationRoleDate RangeDetails
Capital AdvisorsSenior Vice PresidentJan 2022 to Present
Capital AdvisorsVice President Wealth AdvisorJul 2019 to Present
Capital AdvisorsVice President Portfolio ManagerDec 2017 to Present
Capital AdvisorsInternal Portfolio ManagerSep 2017 to Dec 2017
Capital AdvisorsRelationship ManagerAug 2016 to Sep 2017
University of TulsaAssociate Head Men's Tennis CoachAug 2009 to Jul 2016
University of San DiegoAssistant Men's Tennis CoachJan 2009 to May 2009

Education

University of San Diego

Bachelors, Accounting, Finance

2005 2008

University of Tulsa

Master Of Business Administration

2015 Present

Others at Capital Advisors Inc/ok (15)

NameRoleLocation
Ari May
Ari May
PartnerNew York, NY , United States
C
Christopher Jones
PrincipalUnited States
E
Eduardo Barco
Founding Partner and OwnerMiami, FL , United States
E
Eric Cannon
Managing PartnerFrisco, TX , United States
Geoffrey Abbott
Geoffrey Abbott
PresidentNew York, NY , United States
J
Joseph Maly
Managing PartnerSan Francisco, CA , United States
A
Andy Brown
PresidentTulsa, OK , United States
Brandon Priest
Brandon Priest
Senior IT AnalystBroken Arrow, OK , United States
Bruce Ficken
Bruce Ficken
PresidentSarasota, FL , United States
D
Daniel Schluter
Vice President Portfolio AnalystFrisco, TX , United States
Showing 1-10 of 15 team members