CAPITAL ADVISORS, INC.
CRD #104643 SEC #801-14050 TULSA, OK (866) 230-5879
SEC Registered
Total AUM
$6.1B
Discretionary
$6.1B
Employees
60
Clients
251
Accounts
7,297
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $6.1B | $6.1B | $5.3M | 60 | 0 |
| Jul 2025 | $6.1B | $6.1B | $5.3M | 60 | 0 |
| Mar 2025 | $6.1B | $6.1B | $5.3M | 60 | 0 |
| Jan 2025 | $5.5B | $5B | $462M | 59 | 0 |
| Jul 2024 | $5.5B | $5B | $462M | 59 | 0 |
| Mar 2024 | $5.5B | $5B | $462M | 59 | 0 |
| Mar 2023 | $4.3B | $4.2B | $12.9M | 59 | 3 |
| Nov 2022 | $4.4B | $4.2B | $149M | 54 | 5 |
| Nov 2022 | $4.4B | $4.2B | $149M | 54 | 5 |
| Oct 2022 | $4.4B | $4.2B | $149M | 54 | 5 |
| Oct 2022 | $4.4B | $4.2B | $149M | 54 | 5 |
| Sep 2022 | $4.4B | $4.2B | $149M | 54 | 5 |
| Aug 2022 | $4.4B | $4.2B | $149M | 54 | 5 |
| Jul 2022 | $4.4B | $4.2B | $149M | 54 | 5 |
| Feb 2022 | $4.4B | $4.2B | $149M | 54 | 5 |
| Nov 2021 | $3.5B | $3.3B | $125.1M | 43 | 175 |
| Aug 2021 | $3.5B | $3.3B | $125.1M | 43 | 175 |
| Mar 2021 | $3.5B | $3.3B | $125.1M | 43 | 175 |
| Jun 2020 | $2.8B | $2.8B | $63.1M | 35 | 25 |
| Jun 2020 | $2.8B | $2.8B | $63.1M | 35 | 25 |
| Mar 2020 | $2.8B | $2.8B | $63.1M | 35 | 25 |
| Jul 2019 | $2.2B | $2.1B | $88.4M | 32 | 25 |
| Mar 2019 | $2.2B | $2.1B | $88.4M | 32 | 25 |
| Feb 2019 | $2.3B | $2.2B | $19.9M | 30 | 69 |
| Nov 2018 | $2.3B | $2.2B | $19.9M | 30 | 69 |
| Jun 2018 | $2.3B | $2.2B | $19.9M | 30 | 69 |
| May 2018 | $2.3B | $2.2B | $19.9M | 30 | 69 |
| Apr 2018 | $2.3B | $2.2B | $19.9M | 30 | 69 |
| Mar 2018 | $2.3B | $2.2B | $19.9M | 30 | 69 |
| Mar 2018 | $2.3B | $2.2B | $19.9M | 30 | 69 |
| Jan 2018 | $1.8B | $1.6B | $274M | 25 | 1,168 |
| Oct 2017 | $1.8B | $1.6B | $274M | 25 | 1,168 |
| Sep 2017 | $1.8B | $1.6B | $274M | 25 | 1,168 |
| Jul 2017 | $1.8B | $1.6B | $274M | 25 | 1,168 |
| Jun 2017 | $1.8B | $1.6B | $274M | 25 | 1,168 |
| May 2017 | $1.8B | $1.6B | $274M | 25 | 1,168 |
| Apr 2017 | $1.8B | $1.6B | $274M | 25 | 1,168 |
| Mar 2017 | $1.8B | $1.6B | $274M | 25 | 1,168 |
| Mar 2017 | $1.8B | $1.6B | $274M | 25 | 1,168 |
| Jan 2017 | $1.6B | $1.3B | $253.6M | 27 | 800 |
| Jan 2017 | $1.6B | $1.3B | $253.6M | 27 | 800 |
| Jan 2017 | $1.6B | $1.3B | $253.6M | 27 | 800 |
| Sep 2016 | $1.6B | $1.3B | $253.6M | 27 | 800 |
| Jun 2016 | $1.6B | $1.3B | $253.6M | 27 | 800 |
| May 2016 | $1.6B | $1.3B | $253.6M | 27 | 800 |
| Mar 2016 | $1.6B | $1.3B | $253.6M | 23 | 1,800 |
| Mar 2016 | $1.6B | $1.3B | $253.6M | 23 | 1,800 |
| Mar 2016 | $1.6B | $1.3B | $253.6M | 23 | 1,800 |
| Feb 2016 | $1.5B | $1.2B | $269.8M | 19 | 1,300 |
| Feb 2016 | $1.5B | $1.2B | $269.8M | 19 | 1,300 |
| Jan 2016 | $1.5B | $1.2B | $269.8M | 19 | 1,300 |
| Nov 2015 | $1.5B | $1.2B | $269.8M | 19 | 1,300 |
| Nov 2015 | $1.5B | $1.2B | $269.8M | 19 | 1,300 |
| Oct 2015 | $1.5B | $1.2B | $269.8M | 19 | 1,300 |
| Aug 2015 | $1.5B | $1.2B | $269.8M | 18 | 1,300 |
| Jul 2015 | $1.5B | $1.2B | $269.8M | 18 | 1,300 |
| Jul 2015 | $1.5B | $1.2B | $269.8M | 18 | 1,300 |
| Jun 2015 | $1.5B | $1.2B | $269.8M | 18 | 1,300 |
| May 2015 | $1.5B | $1.2B | $269.8M | 18 | 1,300 |
| Apr 2015 | $1.5B | $1.2B | $269.8M | 18 | 1,300 |
| Mar 2015 | $1.5B | $1.2B | $269.8M | 18 | 1,300 |
| Mar 2015 | $1.5B | $1.2B | $269.8M | 18 | 1,300 |
| Mar 2015 | $1.5B | $1.2B | $269.8M | 18 | 1,300 |
| Dec 2014 | $1.4B | $1.1B | $299.4M | 16 | 1,300 |
| Nov 2014 | $1.4B | $1.1B | $299.4M | 16 | 1,300 |
| Oct 2014 | $1.4B | $1.1B | $299.4M | 16 | 1,300 |
| Oct 2014 | $1.4B | $1.1B | $299.4M | 16 | 1,300 |
| Mar 2014 | $1.4B | $1.1B | $299.4M | 16 | 1,300 |
| Nov 2013 | $1.1B | $1.1B | $24.1M | 16 | 1,000 |
| Sep 2013 | $1.1B | $1.1B | $24.1M | 16 | 1,000 |
| Jun 2013 | $1.1B | $1.1B | $24.1M | 16 | 1,000 |
| Jun 2013 | $1.1B | $1.1B | $24.1M | 16 | 1,000 |
| May 2013 | $1.1B | $1.1B | $24.1M | 16 | 1,000 |
| Mar 2013 | $1.1B | $1.1B | $24.1M | 16 | 1,000 |
| Jan 2013 | $1.1B | $798M | $270.4M | 16 | 1,037 |
| Oct 2012 | $1.1B | $798M | $270.4M | 16 | 1,037 |
| Oct 2012 | $1.1B | $798M | $270.4M | 11 | 1,037 |
| Jul 2012 | $1.1B | $798M | $270.4M | 11 | 1,037 |
| May 2012 | $1.1B | $798M | $270.4M | 11 | 1,037 |
| Mar 2012 | $1.1B | $798M | $270.4M | 11 | 1,037 |
| Dec 2011 | $846.9M | $837.6M | $9.3M | 11 | 251 |
| Oct 2010 | $818.1M | $787.1M | $31M | -- | -- |
| Sep 2010 | $818.1M | $787.1M | $31M | -- | -- |
| Aug 2010 | $818.1M | $787.1M | $31M | -- | -- |
| Jul 2010 | $818.1M | $787.1M | $31M | -- | -- |
| Mar 2010 | $818.1M | $787.1M | $31M | -- | -- |
| Oct 2009 | $698.2M | $673.7M | $24.5M | -- | -- |
| Mar 2009 | $698.2M | $673.7M | $24.5M | -- | -- |
| Dec 2007 | $871.7M | $592.9M | $278.9M | -- | -- |
| Dec 2007 | $871.7M | $592.9M | $278.9M | -- | -- |
| Sep 2007 | $871.7M | $592.9M | $278.9M | -- | -- |
| Aug 2007 | $871.7M | $592.9M | $278.9M | -- | -- |
| Feb 2007 | $871.7M | $592.9M | $278.9M | -- | -- |
| Jan 2007 | $798.2M | $572.4M | $225.8M | -- | -- |
| Mar 2006 | $798.2M | $572.4M | $225.8M | -- | -- |
| Jun 2004 | $844.7M | $439M | $405.6M | -- | -- |
| Mar 2004 | $844.7M | $439M | $405.6M | -- | -- |
| Mar 2004 | $698.5M | $368.3M | $330.2M | -- | -- |
| Mar 2002 | $871.4M | $470.9M | $400.5M | -- | -- |
| Aug 2001 | $1B | $583M | $447.9M | -- | -- |
DateSep 2025
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$5.3M
Employees60
Clients0
DateJul 2025
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$5.3M
Employees60
Clients0
DateMar 2025
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$5.3M
Employees60
Clients0
DateJan 2025
Total AUM$5.5B
Discretionary$5B
Non-Disc.$462M
Employees59
Clients0
DateJul 2024
Total AUM$5.5B
Discretionary$5B
Non-Disc.$462M
Employees59
Clients0
DateMar 2024
Total AUM$5.5B
Discretionary$5B
Non-Disc.$462M
Employees59
Clients0
DateMar 2023
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$12.9M
Employees59
Clients3
DateNov 2022
Total AUM$4.4B
Discretionary$4.2B
Non-Disc.$149M
Employees54
Clients5
DateNov 2022
Total AUM$4.4B
Discretionary$4.2B
Non-Disc.$149M
Employees54
Clients5
DateOct 2022
Total AUM$4.4B
Discretionary$4.2B
Non-Disc.$149M
Employees54
Clients5
DateOct 2022
Total AUM$4.4B
Discretionary$4.2B
Non-Disc.$149M
Employees54
Clients5
DateSep 2022
Total AUM$4.4B
Discretionary$4.2B
Non-Disc.$149M
Employees54
Clients5
DateAug 2022
Total AUM$4.4B
Discretionary$4.2B
Non-Disc.$149M
Employees54
Clients5
DateJul 2022
Total AUM$4.4B
Discretionary$4.2B
Non-Disc.$149M
Employees54
Clients5
DateFeb 2022
Total AUM$4.4B
Discretionary$4.2B
Non-Disc.$149M
Employees54
Clients5
DateNov 2021
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$125.1M
Employees43
Clients175
DateAug 2021
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$125.1M
Employees43
Clients175
DateMar 2021
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$125.1M
Employees43
Clients175
DateJun 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$63.1M
Employees35
Clients25
DateJun 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$63.1M
Employees35
Clients25
DateMar 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$63.1M
Employees35
Clients25
DateJul 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$88.4M
Employees32
Clients25
DateMar 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$88.4M
Employees32
Clients25
DateFeb 2019
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$19.9M
Employees30
Clients69
DateNov 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$19.9M
Employees30
Clients69
DateJun 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$19.9M
Employees30
Clients69
DateMay 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$19.9M
Employees30
Clients69
DateApr 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$19.9M
Employees30
Clients69
DateMar 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$19.9M
Employees30
Clients69
DateMar 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$19.9M
Employees30
Clients69
DateJan 2018
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$274M
Employees25
Clients1,168
DateOct 2017
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$274M
Employees25
Clients1,168
DateSep 2017
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$274M
Employees25
Clients1,168
DateJul 2017
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$274M
Employees25
Clients1,168
DateJun 2017
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$274M
Employees25
Clients1,168
DateMay 2017
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$274M
Employees25
Clients1,168
DateApr 2017
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$274M
Employees25
Clients1,168
DateMar 2017
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$274M
Employees25
Clients1,168
DateMar 2017
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$274M
Employees25
Clients1,168
DateJan 2017
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$253.6M
Employees27
Clients800
DateJan 2017
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$253.6M
Employees27
Clients800
DateJan 2017
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$253.6M
Employees27
Clients800
DateSep 2016
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$253.6M
Employees27
Clients800
DateJun 2016
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$253.6M
Employees27
Clients800
DateMay 2016
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$253.6M
Employees27
Clients800
DateMar 2016
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$253.6M
Employees23
Clients1,800
DateMar 2016
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$253.6M
Employees23
Clients1,800
DateMar 2016
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$253.6M
Employees23
Clients1,800
DateFeb 2016
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$269.8M
Employees19
Clients1,300
DateFeb 2016
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$269.8M
Employees19
Clients1,300
DateJan 2016
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$269.8M
Employees19
Clients1,300
DateNov 2015
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$269.8M
Employees19
Clients1,300
DateNov 2015
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$269.8M
Employees19
Clients1,300
DateOct 2015
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$269.8M
Employees19
Clients1,300
DateAug 2015
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$269.8M
Employees18
Clients1,300
DateJul 2015
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$269.8M
Employees18
Clients1,300
DateJul 2015
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$269.8M
Employees18
Clients1,300
DateJun 2015
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$269.8M
Employees18
Clients1,300
DateMay 2015
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$269.8M
Employees18
Clients1,300
DateApr 2015
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$269.8M
Employees18
Clients1,300
DateMar 2015
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$269.8M
Employees18
Clients1,300
DateMar 2015
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$269.8M
Employees18
Clients1,300
DateMar 2015
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$269.8M
Employees18
Clients1,300
DateDec 2014
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$299.4M
Employees16
Clients1,300
DateNov 2014
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$299.4M
Employees16
Clients1,300
DateOct 2014
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$299.4M
Employees16
Clients1,300
DateOct 2014
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$299.4M
Employees16
Clients1,300
DateMar 2014
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$299.4M
Employees16
Clients1,300
DateNov 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.1M
Employees16
Clients1,000
DateSep 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.1M
Employees16
Clients1,000
DateJun 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.1M
Employees16
Clients1,000
DateJun 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.1M
Employees16
Clients1,000
DateMay 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.1M
Employees16
Clients1,000
DateMar 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.1M
Employees16
Clients1,000
DateJan 2013
Total AUM$1.1B
Discretionary$798M
Non-Disc.$270.4M
Employees16
Clients1,037
DateOct 2012
Total AUM$1.1B
Discretionary$798M
Non-Disc.$270.4M
Employees16
Clients1,037
DateOct 2012
Total AUM$1.1B
Discretionary$798M
Non-Disc.$270.4M
Employees11
Clients1,037
DateJul 2012
Total AUM$1.1B
Discretionary$798M
Non-Disc.$270.4M
Employees11
Clients1,037
DateMay 2012
Total AUM$1.1B
Discretionary$798M
Non-Disc.$270.4M
Employees11
Clients1,037
DateMar 2012
Total AUM$1.1B
Discretionary$798M
Non-Disc.$270.4M
Employees11
Clients1,037
DateDec 2011
Total AUM$846.9M
Discretionary$837.6M
Non-Disc.$9.3M
Employees11
Clients251
DateOct 2010
Total AUM$818.1M
Discretionary$787.1M
Non-Disc.$31M
Employees--
Clients--
DateSep 2010
Total AUM$818.1M
Discretionary$787.1M
Non-Disc.$31M
Employees--
Clients--
DateAug 2010
Total AUM$818.1M
Discretionary$787.1M
Non-Disc.$31M
Employees--
Clients--
DateJul 2010
Total AUM$818.1M
Discretionary$787.1M
Non-Disc.$31M
Employees--
Clients--
DateMar 2010
Total AUM$818.1M
Discretionary$787.1M
Non-Disc.$31M
Employees--
Clients--
DateOct 2009
Total AUM$698.2M
Discretionary$673.7M
Non-Disc.$24.5M
Employees--
Clients--
DateMar 2009
Total AUM$698.2M
Discretionary$673.7M
Non-Disc.$24.5M
Employees--
Clients--
DateDec 2007
Total AUM$871.7M
Discretionary$592.9M
Non-Disc.$278.9M
Employees--
Clients--
DateDec 2007
Total AUM$871.7M
Discretionary$592.9M
Non-Disc.$278.9M
Employees--
Clients--
DateSep 2007
Total AUM$871.7M
Discretionary$592.9M
Non-Disc.$278.9M
Employees--
Clients--
DateAug 2007
Total AUM$871.7M
Discretionary$592.9M
Non-Disc.$278.9M
Employees--
Clients--
DateFeb 2007
Total AUM$871.7M
Discretionary$592.9M
Non-Disc.$278.9M
Employees--
Clients--
DateJan 2007
Total AUM$798.2M
Discretionary$572.4M
Non-Disc.$225.8M
Employees--
Clients--
DateMar 2006
Total AUM$798.2M
Discretionary$572.4M
Non-Disc.$225.8M
Employees--
Clients--
DateJun 2004
Total AUM$844.7M
Discretionary$439M
Non-Disc.$405.6M
Employees--
Clients--
DateMar 2004
Total AUM$844.7M
Discretionary$439M
Non-Disc.$405.6M
Employees--
Clients--
DateMar 2004
Total AUM$698.5M
Discretionary$368.3M
Non-Disc.$330.2M
Employees--
Clients--
DateMar 2002
Total AUM$871.4M
Discretionary$470.9M
Non-Disc.$400.5M
Employees--
Clients--
DateAug 2001
Total AUM$1B
Discretionary$583M
Non-Disc.$447.9M
Employees--
Clients--