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

Scott R. Frantz

Brigette Zuhdi (Parnell)

Kasey Bray

Katie Bleeker

Jessica Montgomery

Debra Konieczny

Daniel Schluter

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

Leadership Team

Finance & Accounting

About

Team members

Other teams at Capital Advisors

Leadership Team