Capital Advisors
Capital Advisors

Capital Advisors Information

Contact top employees from Capital Advisors

Summary

Capital Advisors is a private company that has been in the industry for 48 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.

Organization Website

capitaladv.com

Social Links

facebooklinkedIn

Phone Number

866-230-5879

Industries

Headquarters Location

2222 S Utica Pl, Tulsa, Oklahoma, 74114 US

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
2005Public
Company
100 - 250 15M $0
1990- 10-50 < 1M $350K
-Privately
Held
25 - 100 6.4M $0
2001- 1 - 25 7M $0

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Capital Advisors shows a diverse range of experience levels:
3% have been with the company for less than 1 year6% for 1–2 years19% for 3–4 years16% for 5–7 years9% for 8–10 years47% have over 11 years of service at Capital Advisors
Ex-employees positions
In Company
In New Company
Contact top employees from Capital Advisors
Susan McGeehan
Executive Coordinator
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Heather Engler
Business Owner
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Daniel Schluter
Vice President Portfolio Analyst
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Jeremy Travis
Vice President, Wealth Advisor
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Grant Clary
Vice President Wealth Advisor
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Dan Dimitrijevic
Vice President, Wealth Advisor
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Taylor Hardy
Vice President, Wealth Advisor
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George Haas
Senior Vice President at Capital Advisors, Inc.
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Kelcy Flores
Managing Partner
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Sean Hennessee
General Counsel
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Jessica Montgomery
Chief Financial Officer
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Aaron Gottlieb
Sales Assistant
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Elena Aguirre Esparza
Internal Accountant
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Jessica Pugh
Client Service Specialist
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Eric Cannon
Managing Partner
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Krista Norman
Compliance Officer
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Conner Johnson
Associate Wealth Advisor
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Josh Barditch
Senior Portfolio Analyst
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vedant sarmandal
Software Test Engineer
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Felipe Hartwig
Socio & Gerente de Infraestrucura
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Paula Solis
Senior Investment Advisor
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Aaron Day
Wealth Management Advisor
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McKenzie Mills
Financial Planner
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Portia Gonzalez
Financial Planning Associate
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Chelsey Vaka
Client Services
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Tarlac Williams
Wealth Advisor
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Simon Beresford
Regional Director
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Danny La
Regional Director
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Michael Baer
VP/ Wealth Advisor
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Brandon Priest
Senior IT Analyst
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FAQ

Capital Advisors operates in the Finance 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.

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