CA
CAPITAL ADVISORS, INC.
SEC RegisteredTULSA, OKhttps://capadvfunds.com(866) 230-5879
Assets Under Management
$5B–$25B
Employees
69
Office Locations
12 offices
Total Accounts
7827
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,771 | $2.1B |
| High Net Worth Individuals | 1,491 | $4.5B |
| Charitable Organizations | 11 | $91M |
| State/Municipal Entities | 19 | — |
0 total clients reported on Form ADV.
Leadership
Lorine Ann Smith
CHIEF FINANCIAL OFFICER/MANAGING DIRECTOR
Monty Lee Butts
MANAGING DIRECTOR
George Anderson Brown
MANAGING DIRECTOR
Jamie Lynn Wilson
VICE PRESIDENT/CHIEF COMPLIANCE OFFICER
Keith C. Goddard Revocable Trust Dated 10/19/2004
SHAREHOLDER
Keith Charles Goddard
TRUSTEE
Keith Charles Goddard
PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER
Channing Stice Smith
MANAGING DIRECTOR
Office locations
12 offices in 7 states
OK
TULSAHQ
NV
HENDERSON
AZ
PHOENIX
TX
FRISCO
AL
BIRMINGHAM
TX
HOUSTON
TX
AUSTIN
CO
DENVER
TN
NASHVILLE
OK
TULSA
TX
SAN ANTONIO
OK
OKLAHOMA CITY
Advisors at this firm
21 advisors in the directory
Nia Ambriehl Alexandria
Investment Adviser Representative
Jonathan Dean Althage
Investment Adviser Representative
Michael James Baer
Investment Adviser Representative
Simon Mark Beresford
Investment Adviser Representative
George Anderson Brown
Investment Adviser Representative
Patrick Kenneth Burdick
Investment Adviser Representative
Eric Matthew Cannon
Investment Adviser Representative
Aaron Robert Day
Investment Adviser Representative
Dejan Dimitrijevic
Investment Adviser Representative
Scott Robert Frantz
Investment Adviser Representative
George Enrique Haas
Investment Adviser Representative
Bradford Taylor Hardy
Investment Adviser Representative
Joseph A Alton Hawes
Investment Adviser Representative
Danny Y. La
Investment Adviser Representative
McKenzie Mabri Mills
Investment Adviser Representative
Brigette Lee Parnell
Investment Adviser Representative
James Harrison Randall
Investment Adviser Representative
Daniel Schluter
Investment Adviser Representative
Jeremy Alan Travis
Investment Adviser Representative
Cullen Tarlac Williams
Investment Adviser Representative
Linda Ann Younger
Investment Adviser Representative
Regulatory & compliance
CRD number
#104643
SEC Number
801-14050
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
capadvfunds.comPhone
(866) 230-5879Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPITAL ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.