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Capital Advisors Logo
Capital Advisors Growth Score
87
CB Rank
319921
Heat Score
49
Capital Advisors provides financial advice and wealth management services.
Acquired by
Corient Logo
Corient
Founded
obfuscation
Private Tulsa, Oklahoma, United States11-50 www.capitaladv.com
Advice
Financial Services
Wealth Management
Overview

Capital Advisors
Growth Score
87
Heat Score
49

Growth Score87
0 pts
in past quarter
Heat Score 49
21 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Capital Advisors

CB Rank
319921
Capital Advisors provides financial advice and wealth management services.
Acquired by
Corient Logo
Corient
Founded
obfuscation
Private Tulsa, Oklahoma, United States11-50 www.capitaladv.com
Advice
Financial Services
Wealth Management

Details

Legal Name Capital Advisors, Inc
Operating Status Active
Company Type For Profit
Phone Number 1-918-599-0045
Contact Email cglock@capitaladv.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that develops personalized financial plans to help clients achieve their short- and long-term financial goals.
Wealth Management
A service that manages clients' investment portfolios and financial affairs to meet their individual objectives and risk tolerances.

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  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials

M&A Details

Capital Advisors was acquired by Corient on
obfuscation
.
Transaction Name 
Capital Advisors acquired by Corient Logo
Capital Advisors acquired by Corient
Acquired by 
Corient Logo
Corient
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 82
News

News and Press

News•May 14, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•May 2, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

563
45.48%
 in past month

IT Spend

$547.3KThis year, Capital Advisors is projected to spend $547.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Return Center Logo
Return Center
99
Sales Process Automation Logo
Sales Process Automation
96
Laptop Shortage Logo
Laptop Shortage
93

Active Website Tech Count

8Capital Advisors is actively using 8 technologies for its website, according to BuiltWith. These include SSL by Default, Cloudflare CDN, and  Cloudflare.
Sub-Organizations
Frequently Asked Questions

Where is Capital Advisors's headquarters? Capital Advisors is located in Tulsa, Oklahoma, United States.Who are Capital Advisors's competitors? Alternatives and possible competitors to Capital Advisors may include Charles Schwab, JP Morgan, and  LPL Financial.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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