Financial Planning and Wealth Management

What Moves You?

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Our Approach

Starts With You

CAPITAL ADVISORS.

Providing an unconventional and totally transparent approach to building and managing your wealth. Allow us to introduce ourselves...

Principled

We act as your fiduciary meaning

high ethics is our standard.

Personalized

We offer customized portfolios.

No one size fits all approach or solutions.

Proven

We are a tenured firm managing

over $6 Billion in assets.

Discover How Capital Advisors Can Transform Your Future.

Learn More

Capital Advisors is an employee-owned SEC Registered Investment Advisor, we claim compliance with the Global Investment

Performance Standards (GIPS) and have been independently verified for the periods 01/01/07 - 12/31/23.

"Registration with the SEC does not imply a certain level of skill or training."

Leave It To The Experts

Our goal is to make a positive impact on your life. To do that, we’ve assembled a team of experts who focus not only on your portfolio performance but your peace of mind as well.

Our Clients Take Center Stage

Wealth Management

Your Wealth Advisor is your primary contact and will ensure we adhere to your Investment Policy Statement.

Compliance & Operations

Your behind-the-scenes team provides support for our entire firm to run properly and efficiently.

Financial Planning

Your CERTIFIED FINANCIAL PLANNER™ (CFP^®) monitors your goals and objectives to make sure we’re all tracking together.

Investment Management

Your team of Chartered Financial Analyst^® (CFA^®) charterholders constantly monitors investment strategies, market data, and risk metrics.

Trading

A dedicated team of traders strives for the best execution of all your transactions.

Portfolio Management

Your Portfolio Strategy Team monitors strategy allocations to help ensure your portfolio does not deviate from your set risk tolerances.

Our Team

We have over 67 team members servicing our clients and looking out for their best financial interests. Our advisors are committed to you, building your trust and ensuring you get the right strategy, plan, portfolio and attention that serves you best. You can count on our certified financial planners, research experts, investment advisors, accountants and client service professionals to collaborate and service you every step of the way.