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Capital Advisors

320 South Boston Avenue Suite 825
Tulsa, Oklahoma 74103-4737
United States
 
Contact :      Tracy Lee Emmons
Phone :       918-599-0045
Fax :             918-584-8866
Email :         temmons@capitaladv.com
Web :           http://www.capitaladv.com

Capital Advisors Information

Type of organization :
Total Assets Managed ($Mil) : $925
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1978
Wrap Programs Offered? : Yes
# of Accounts Managed : 805
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Capital Advisors History

Capital Advisors, Inc. is a Tulsa, Oklahoma based registered investment advisor. The firm was founded in 1978 by its current Chairman, Richard E. Minshall.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Capital Advisors Personnel

Mrs.  Tracy Emmons

Portfolio Manager
Tel : 918-599-0045
Email: temmons@capitaladv.com

Mr.  Richard Minshall

Portfolio Manager
Tel : 918-599-0045
Email: rminshall@capitaladv.com
B.A. , University of Oklahoma LL.B., University of Virginia New York University Law School Graduate Tax Program, 1965 1978 to Present: Capital Advisors, Inc., Chairman 1972 to 1978: Fourth National Bank of Tulsa, Senior VP Head of Trust Dept. 1969 to 1972: Schneider Bernet & Hickman, Inc., Branch Manager 1966 to 1969: A.G. Edwards & Sons, Inc., Reg. Rep. 1965 to 1966: Private Practice of Law

Mr.  Keith C. Goddard, CFA

President/CEO
Tel : 918-599-0045
Email: kgoddard@capitaladv.com
Chartered Financial Analyst B.A., University of Colorado, Boulder 1991 to Present: Capital Advisors, Inc., President & CEO Director of Research Portfolio Manager Oklahoma Society of Financial Analysts Association for Investment Management and Research

Ms.  Melissa M. Minshall

Portfolio Manager
Tel : 918-599-0045
Email: mminshall@capitaladv.com
B.A., University of Georgia 1994 to Present: Capital Advisors, Inc., Vice Chairman Portfolio Manager Research Analyst 1990 to 1994: The Coca Cola Company Industry & Consumer Affairs

Mrs.  Lori A. Smith

Vice President
Tel : 918-599-0045
Email: lsmith@capitaldv.com
University of Oklahoma 1979 to Present: Capital Advisors, Inc., Vice President Chief Operating Officer Chief Financial Officer Compliance Officer

Mr.  Monty L. Butts

Portfolio Manager
Tel : 918-599-0045
Email: mbutts@capitaldv.com
Oklahoma State University 1988 to Present: Capital Advisors, Inc., Vice President Director of Fixed Income Portfolio Manager Research Analyst 1976 to 1988: Bank of Oklahoma, N.A., VP, Public Finance VP, Fixed Income Sales 1972 to 1975: First National Bank & Trust Sales Representative?Fixed Income

Mr.  Richard S. Lofgren

Portfolio Manager
Tel : 918-599-0045
Email: rlofgren@capitaladv.com
B.A., University of Texas 2001 to Present: Capital Advisors, Inc., Vice President Portfolio Manager Research Analyst 1999 to 2001: Pentecost Capital Management, VP/ Director of Client Relations 1996 to 1999: Merrill Lynch & Co., Financial Consultant 1993 to 1996: U.S. Navy, Surface Warfare Officer

Mr.  G. Andy Brown

Portfolio Manager
Tel : 918-599-0045
Email: abrown@capitaladv.com
B.A., University of Tulsa 2001 to Present: Capital Advisors, Inc., Vice President Portfolio Manager Research Analyst 1999 to 2001: U.S. Bancorp Piper Jaffray Investment Executive 1996 to 1999: Dain Rauscher, Inc. Investment Executive

Mr.  Chris S. Edgmon

Client Contact
Tel : 918-599-0045
Email: cedgmon@capitaladv.com
B.A., University of Oklahoma 2003 to Present: Capital Advisors, Inc., Vice President Administration Research Analyst 2001 to 2003: RBC Dain Rauscher Financial Consultant 1996 to 2000: Golf Touring Professional

Ms.  Lisa C. Jackson

Securities Trader
Tel : 918-599-0045
Email: ljackson@capitaladv.com
2002 to Present: Capital Advisors, Inc., Assistant Vice President Trading & Operations 1998 to 2002: Salomon Smith Barney Client Sales Assistant

Ms.  Jamie Wilson

Client Contact
Tel : 918-599-0045
Email: jwilson@capitaldv.com
B.B.A., Northeastern State University 2003 to Present: Capital Advisors, Inc., Assistant Vice President 2002 to 2003: Gibraltar Capital Management, Inc. Asst. Portfolio Manager/ Admin. Asst. 2001 to 2002: Arvest Asset Management Trust Investment Assistant 1998 to 2000: Salomon Smith Barney Registered Sales Assistant

Capital Advisors Product Name

Report Created: August,9 2020.  Copyright Money Manager Review , All rights Reserved.
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