A complete list of active advisors currently associated with Capital Advisors, Inc.
Warmer can help you find a great advisor at Capital Advisors, Inc. or one who fits your needs even better.
Capital Advisors, Inc. provides investment advice and discretionary portfolio management to a mix of individuals (including high-net-worth clients), institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations. The firm also offers comprehensive financial planning, tax consulting, and participates in wrap-fee programs and third-party manager relationships. Investment decisions are driven by an Investment and Research Committee that meets at least weekly, with dedicated portfolio management teams (an investment adviser representative, an internal portfolio manager and a client services associate) implementing strategies and servicing client accounts. Capital Advisors combines fundamental analysis with quantitative screening and offers a range of active and passive strategies, including a concentrated Managed Equity Growth approach, customized fixed-income mandates (Liquidity, Income, Aggregate), and ETF-based tactical allocation strategies that use weekly moving-average signals. The firm acts as adviser to the Capital Advisors Growth Fund (CIAOX) and treats the Fund as a client, block-trading the Fund alongside managed accounts — a service model and investment-company relationship that is less common among multi-team advisers. Capital Advisors also employs attorneys and certified public accountants in-house (who do not practice outside the firm) and maintains administrative support arrangements with fund service providers, factors that can introduce additional operational and conflict-of-interest considerations for prospective clients.
To learn more about the advisors currently working at Capital Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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