Founded in 1978, Capital Advisors is a wealth management firm with over $4.5 Billion in assets under management.  We offer a uniquely transparent investment process that lets you see exactly where you’re headed, every step of the way.  We work with individuals and advisors to develop purposeful strategies that adjust to changing market conditions.  You’ll find every member of our team to be open, accessible, objective and committed to earning your long-term trust.  

To learn more about us, visit capitaladv.com or email info@capitaladv.com
See relevant disclosures here: https://www.capitaladv.com/disclosures/

Investment Management

Capital Advisors

Capital Advisors' headquarters in Tulsa, OK, United States

Keith Goddard

Jamie Wilson

George Haas

Jessica Montgomery

Scott R. Frantz

The Finance & Accounting team at Capital Advisors is responsible for managing financial operations, ensuring accurate financial reporting, and maintaining compliance with regulations. They work collaboratively to create investment strategies, analyze portfolios, and provide financial planning support, all while ensuring the firm's fiscal health and transparency for clients. With a focus on precision and strategic insight, the team plays a critical role in driving the firm's investment objectives and fostering long-term client trust.

Finance & Accounting

The Leadership Team at Capital Advisors is responsible for setting the strategic direction of the firm, overseeing investment strategies, and ensuring robust financial management. Comprising key executives, including the CEO, CFO, and Chief Compliance Officer, the team fosters a culture of transparency and accountability, guiding the firm’s operations while building strong relationships with clients and advisors. Their collective expertise ensures that Capital Advisors adapts effectively to market changes and maintains the trust of clients.

Capital Advisors

Org chart

Teams

Finance & Accounting

Leadership Team

Offices

Capital Advisors

Org chart

Teams

Finance & Accounting

Leadership Team

Offices

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