Capital Advisors

Uniquely Transparent

Who We Are

Founded in 1978, Capital Advisors is an employee-owned SEC Registered Investment Advisor providing investment management services to individuals and institutions.
Over $2 billion in assets under management.
Capital Advisors claims compliance with the *Global Investment Performance Standards (GIPS®).
We act as a Fiduciary for clients.  This means Capital Advisors has a fundamental obligation to act within the best interest of the client at all times.  We do not sell products for commissions.

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Client Experience

Active Management

We use both fundamental and quantitative strategies that strive to reduce risk and maximize opportunities.


Instead of using a one-size-fits-all plan, we create a custom blueprint for each client. This Investment Policy Statement (IPS) details your customized asset allocation. 


To eliminate the “black box” feel, we send our clients research notes regarding trades, quarterly market overviews, and market commentary during volatile times.


Fundamental Strategies

Actively managed equity and fixed income strategies.

Quantitative Strategies

Tactical asset allocation strategies using exchange traded funds.


Capital Advisors’ investment philosophy strives to be uniquely transparent. Our theory, evidence and implementation provide a detailed approach to investment management. We educate clients on why we invest the way we do, how our strategies can be effective, and how each strategy works.

Contact Us

Call us. We'll clear our schedules.
Let's have a candid, transparent discussion about what we can do for you.

Tulsa Headquarters:

2222 South Utica Place, Suite 300, Tulsa, OK 74114
Office: 866-230-5879  |  Fax: 918-584-8866

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