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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capital Advisors | Senior Vice President | Jan 2022 to Present | — |
| Capital Advisors | Vice President Wealth Advisor | Jul 2019 to Present | — |
| Capital Advisors | Vice President Portfolio Manager | Dec 2017 to Present | — |
| Capital Advisors | Internal Portfolio Manager | Sep 2017 to Dec 2017 | — |
| Capital Advisors | Relationship Manager | Aug 2016 to Sep 2017 | — |
| University of Tulsa | Associate Head Men's Tennis Coach | Aug 2009 to Jul 2016 | — |
| University of San Diego | Assistant Men's Tennis Coach | Jan 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)
| 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 |