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

Keith Goddard

Eric M. Cannon

Scott R. Frantz

Brigette Zuhdi (Parnell)

Kasey Bray

Katie Bleeker

Jessica Montgomery

Daniel Schluter

Finance & Accounting

Leadership Team

Capital Advisors

Org chart

Teams

Finance & Accounting

Leadership Team

Offices

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