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 09/30/21. The fund's latest filing disclosed 3BN in positions, representing 201% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 3BN in positions, representing 201% of the manager's regulatory AUM.
CAPITAL ADVISORS INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CAPITAL ADVISORS INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PEP | 9.79% | Cons. Staples | 5.74% | -0.65% | 0 | 25% | ||
| MSFT | 3.27% | Tech | 8.83% | -0.27% | 0 | 55% | ||
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FEATURED IN
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
CAPITAL ADVISORS INC Portfolio Concentration
CAPITAL ADVISORS INC Location
2200 SOUTH UTICA PLACE
SUITE 150
TULSA, Oklahoma
UNITED STATES, 74114
SUITE 150
TULSA, Oklahoma
UNITED STATES, 74114
CAPITAL ADVISORS INC Contact Information
Phone Number: 918-599-0045
Fax Number: 918-584-8866
Website: http://www.capitaladv.com
Fax Number: 918-584-8866
Website: http://www.capitaladv.com
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