Starts With You.
Providing an unconventional and totally transparent approach to building and managing your wealth. Allow us to introduce ourselves...
We act as your fiduciary meaning
high ethics is our standard.
We offer customized portfolios.
No one size fits all approach or solutions.
We are a tenured firm managing
over $4B in assets.
Discover How Capital Advisors Can Transform Your Future.Learn More
Capital Advisors is an employee-owned SEC Registered Investment Advisor, we claim compliance with the Global Investment
Performance Standards (GIPS) and have been independently verified for the periods 01/01/07 - 12/31/22.
Our goal is to make a positive impact on your life. To do that, we’ve assembled a team of experts who focus not only on your portfolio performance but your peace of mind as well.
Your Wealth Advisor is your primary contact and will ensure we adhere to your Investment Policy Statement.
Compliance & Operations
Your behind-the-scenes team provides support for our entire firm to run properly and efficiently.
Your CERTIFIED FINANCIAL PLANNER™ (CFP®) monitors your goals and objectives to make sure we’re all tracking together.
Your team of Chartered Financial Analyst® (CFA®) charterholders constantly monitors investment strategies, market data, and risk metrics.
A dedicated team of traders strives for the best execution of all your transactions.
Your Portfolio Strategy Team monitors strategy allocations to help ensure your portfolio does not deviate from your set risk tolerances.
REACH OUT TO US TODAY.