Capital Advisors Information
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Capital Advisors
Summary
Capital Advisors is a private company that has been in the industry for 47 years. The company currently specializes in the Financial Services area. The position of the CEO is occupied by Keith C. Goddard. Its headquarters is located at Tulsa, Oklahoma, USA. The number of employees ranges from 25 to 100. The annual revenue of Capital Advisors varies between 100K and 5.0M. Total funding of the company - $350K. To connect with Capital Advisors employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
100-200 employees
Specialties
Specialties include wealth management for individuals with portfolios of $500,000 or more.
SIC Code
6199, 6411, 6282
DMA Code
Tulsa Metropolitan Area
Founded
1978
Estimated Annual Revenue
$100K - 5.0M
Operating Status
Independent Company
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2005 | Public Company | 100 - 250 | 15M | $0 | |
| 1990 | - | 10-50 | < 1M | $350K | |
| - | Privately Held | 25 - 100 | 6.4M | $0 | |
| 2001 | - | 1 - 25 | 7M | $0 | |
| 2019 | Privately Held | 1-10 | - | $- | |
| 2009 | Privately Held | 200-500 | - | $- | |
| 2010 | - | 200-500 | - | $- |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Ex-employees switched to
Length of Employment
Employee tenure at Capital Advisors shows a diverse range of experience levels:
3% have been with the company for less than 1 year8% for 1–2 years19% for 3–4 years11% for 5–7 years14% for 8–10 years46% have over 11 years of service at Capital AdvisorsEx-employees positions
In Company
In New Company
Contact top employees from
Capital Advisors
Daniel Schluter
Vice President Portfolio Analyst
Jeremy Travis
Vice President, Wealth Advisor
McKenzie Mills
Financial Planner
Grant Clary
Vice President Wealth Advisor
Portia Gonzalez
Financial Planning Associate
Chelsey Vaka
Client Services
Tarlac Williams
Wealth Advisor
Dan Dimitrijevic
Vice President, Wealth Advisor
Taylor Hardy
Vice President, Wealth Advisor
Simon Beresford
Regional Director
George Haas
Senior Vice President at Capital Advisors, Inc.
Michael Baer
VP/ Wealth Advisor
Brandon Priest
Senior IT Analyst
Kelcy Flores
Managing Partner
Patrick Burdick
Senior Vice President, Wealth Advisor
Thomas Liversage
Senior Vice President
Katie Bleeker
Human Resources Manager
Sean Hennessee
General Counsel
Courtney Rueb
Financial Planner, CPA
Brigette Parnell
Director of Trading
Harrison Randall
Vice President, Wealth Advisor
Catherine Young
Wealth Advisor - Sr Vice President
Jessica Montgomery
Chief Financial Officer
Steven Soranno
Director of Equity Research
Scott Frantz
Director, Asset Allocation
Jamie Wilson
Chief Compliance Officer
Jonathan Elmore
VP, Information Technology Manager
Mitchell Kaczmarek
Director of Fixed Income
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FAQ
Capital Advisors operates in the Financial Services industries. More details can be found on the official website: capitaladv.com.
The headquarters of Capital Advisors are located in Tulsa, United States.
The current CEO of Capital Advisors is Keith C. Goddard
You can contact Capital Advisors by phone at 866-230-5879.
Capital Advisors currently employs 100-200 people.
Capital Advisors's revenue is approximately 4.1M.
Well-known competitors of Capital Advisors include ClearBridge Investments, Interstate Steel & Metals, Inc., BCA Private Wealth and Mosaic Research Inc.
