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 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.

Leadership Team

Finance & Accounting

Leadership Team

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Team members

Other teams at Capital Advisors

Finance & Accounting