Who We Are
Founded in 1978, Capital Advisors is an employee-owned SEC Registered Investment Advisor providing investment management services to individuals and institutions.
Approximately $2.3 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.
We believe our work is best when we work together. Our teams of experienced professionals collaborate to get the job done for clients effectively and efficiently.
About the coin:
Our logo incorporates a gold Croesus coin. Croesus, King of the Lydian people 560-547 BC, was renowned for his wealth. He is credited with issuing the earliest minted coin, bearing the foreparts of a lion and bull.