CAPITAL ADVISORS INC Overview

Capital Advisors Inc is an investment advisor that manages 1.5 BN dollars in regulatory AUM and has 18 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 668MM in positions, representing 45% of the manager's regulatory AUM.

CAPITAL ADVISORS INC StockAlpha

+0.4%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAPITAL ADVISORS INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAON 8.89% Industrials 13.21% 0.47% 10 1%
AAPL 3.14% Tech -2.29% 0.01% 0 42%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

CAPITAL ADVISORS INC Founders and Key Employees

Name Title In Position Since
Lorine A. Smith Chief Financial Officer/Managing Director January-1993
Monty L. Butts Managing Director April-1988
George A. Brown President December-2002
Jamie L. Wilson Chief Operating Officer December-2005
Keith C. Goddard Chief Executive Officer, Chief Investment Officer December-2002
Channing S. Smith Managing Director November-2009
Debra L. Konieczny Chief Compliance Officer April-2012

CAPITAL ADVISORS INC Brokers, Custodians, Auditors and Administrators

Type Company

CAPITAL ADVISORS INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss 10

Item 9: ...
Get the Full Report

CAPITAL ADVISORS INC Portfolio Concentration

CAPITAL ADVISORS INC Location

2200 SOUTH UTICA PLACE
SUITE 150
TULSA, Oklahoma
UNITED STATES, 74114

CAPITAL ADVISORS INC Contact Information

Phone Number: 918-599-0045
Fax Number: 918-584-8866
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B