
Capital Advisors
Wealth Management
Who We Are
Founded in 1978, Capital Advisors is an employee-owned SEC Registered Investment Advisor that provides wealth management services to individuals and institutions.
Over $2.6 Billion in assets under management.
Over $2.6 Billion in assets under management.
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.
Capital Advisors claims compliance with the *Global Investment Performance Standards (GIPS®) and has been has been independently verified for the periods 1/1/2007 – 12/31/2017.


Client Experience

Strategies
Fundamental Strategies
Individual stocks and bonds used for active risk management, enhanced transparency, customization & better tax efficiency.
Tactical Strategies
Rules-based strategies executed with ETFs support broad diversification and flexibility to adjust risk market exposure with changing market conditions.


Philosophy
Capital Advisors’ investment philosophy strives to be uniquely transparent. Our theory,





Contact Us
Call us. Let's have a candid, transparent discussion about what we can do for you.
Phone: 866-230-5879 | Fax: 918-584-8866