Capital Advisors Revenue

Financial Services • Tulsa, Oklahoma, United States • 51-100 Employees

Capital Advisors revenue & valuation

Annual revenue	$4,129,388
Revenue per employee	$47,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$13,300,000
Total funding	No funding

Key Contacts at Capital Advisors

Simon Beresford

Regional Director

Scott R. Frantz

Director, Asset Allocation

Danny La

Regional Director

Mitchell Kaczmarek

Director Of Fixed Income

Brigette Parnell

Director Of Trading

Brad Priest

Regional Director - Wealth Advisor

Kasey Bray

Director Of Client Service Operations

Company overview

Headquarters	2222 S Utica Pl, Suite 300, Tulsa, Oklahoma 74114, US
Phone number	+18662305879
Website	capitaladv.com
NAICS	52
SIC	653
Founded	1978
Employees	51-100
Socials

Capital Advisors Email Formats

Capital Advisors uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@capitaladv.com), used 87.1% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@capitaladv.com	90.3%
{first initial}	j@capitaladv.com	3.2%
{first name}{last name}	johndoe@capitaladv.com	3.2%
{last name}{last name}	doedoe@capitaladv.com	3.2%

About Capital Advisors

Founded in 1978, Capital Advisors is a wealth management firm with over $6B 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/

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Vice President

Director

Employees by Department

Capital Advisors has 28 employees across 6 departments.

Departments

Number of employees

Funding Data

Capital Advisors has never raised funding before.

Capital Advisors Tech Stack

Discover the technologies and tools that power Capital Advisors's digital infrastructure, from frameworks to analytics platforms.

Twitter Emoji

Font scripts

Google Tag Manager

Tag managers

Nginx

Reverse proxies

PHP

Programming languages

HSTS

Security

Open Graph

Miscellaneous

WordPress

Blogs

Yoast SEO

SEO

Google Analytics

Analytics

Google Maps

Maps

MySQL

Databases

RSS

Miscellaneous

Frequently asked questions

Capital Advisors is located in Tulsa, Oklahoma, US.

You can reach Capital Advisors at +18662305879.

Capital Advisors generates an estimated annual revenue of $4,129,388. This revenue figure reflects the company's market position and business performance in its industry.

Capital Advisors has an estimated valuation of $13,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Capital Advisors was founded in 1978, making it 48 years old. The company has established itself as a significant player in its industry over this time.

Capital Advisors has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Capital Advisors

Simon Beresford

Regional Director

Scott R. Frantz

Director, Asset Allocation

Danny La

Regional Director

Mitchell Kaczmarek

Director Of Fixed Income

Brigette Parnell

Director Of Trading

Brad Priest