Capital Advisors
Founded in 1978, Capital Advisors is a wealth management firm with over $6B in assets under management. We offer a uniquely transparent investment process that lets you see exactly where you’re headed, every step of the way. We work with individuals and advisors to develop purposeful strategies that adjust to changing market conditions. You’ll find every member of our team to be open, accessible, objective and committed to earning your long-term trust. To learn more about us, visit capitaladv.com or email info@capitaladv.com See relevant disclosures here:
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Verified contacts
57
available on Kipplo
LinkedIn employees
88
51 to 200 range
Open roles
—
no listings
Distinct roles
39
indexed titles
Tech stack
1
tools in use
Monthly traffic
279
organic / mo
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Decision-makers and verified team members
57 contacts with verified email or phone · masked until revealed.
- BP
Brad Priest
Regional Director - Wealth Advisor · Finance & Accounting
EmailPhone - BZ
Brigette Zuhdi
Director of Trading · General Business & Management
EmailPhone - KB
Kasey Bray
Director of Client Service Operations · Customer/Client Service
EmailPhone - SR
Scott R. Frantz
Director, Asset Allocation · Finance & Accounting
EmailPhone - SH
Sean Hennessee
General Counsel · Legal
EmailPhone - DD
Dan Dimitrijevic
Vice President, Wealth Advisor · Finance & Accounting
EmailPhone - GH
George Haas
Senior Vice President at Capital Advisors, Inc · General Business & Management
EmailPhone - JT
Jeremy Travis
Vice President, Wealth Advisor · Finance & Accounting
EmailPhone - PB
Patrick Burdick
Senior Vice President, Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 57 verified contacts
Top roles at Capital Advisors
39 distinct titles indexed · top 10 shown.
- 4vice president, wealth advisor
- 3financial planner
- 2administrative assistant
- 2chief compliance officer
- 2director of trading
- 2managing partner
- 2regional director
- 2senior vice president
- 1()
- 1accountant
- +29more titles
Sign up to unlock all 57 contacts at Capital Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 57 verified contacts at Capital Advisors
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