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- Custodian
- Charles Schwab & Company · Fidelity/NFS · US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-18-1978
- Office Locations
- 6
Office Locations
About Capital Advisors, Inc.
Capital Advisors, Inc. supports retail and institutional clients with financial planning and portfolio construction, and manages the Capital Advisors Growth Fund. The fund combines rigorous fundamental analysis with quantitative disciplines to identify structural change and exploit periods when risk markets overshoot long-term value, with flexibility to invest internationally and use options. Custody relationships include Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
GEORGE ANDERSON BROWN
President
- CRD
- #2719984
- Ownership
- Less than 5%
KEITH CHARLES GODDARD
Advisor, Chief Executive Officer, Chief Investment Officer
- CRD
- #2174091
- Ownership
- Less than 5%
Vertex prime
Prime fusion
- CRD
- #55438
- Ownership
- 34.4%
Showing 2 of 4 owners & executives
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NIA AMBRIEHL ALEXANDRIA
Client Service Specialist
- CRD
- #6939185
JONATHAN DEAN ALTHAGE
Wealth Advisor
- CRD
- #5154213
Foundation crest
Glacier capital horizon
- CRD
- #64127
Showing 2 of 38 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,422,208,264 | $948,404 |
| Non-Discretionary | $6,185,230 | $6,185,230 |
| Total | $7,428,393,494 | $949,073 |
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Separately Managed Accounts
Total SMA Asset: $7,268,222,218
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $918,144,108 | 20.2% |
| Public Funds | $318,168,750 | 7.0% |
| Corporate - Investment Grade | $872,691,430 | 19.2% |
| Cash | $372,711,965 | 8.2% |
| Municipal Bonds | $445,436,251 | 9.8% |
| Derivatives | $481,798,393 | 10.6% |
| Equity - OTC | $849,965,090 | 18.7% |
| Other | $286,351,876 | 6.3% |
| Total | $4,545,267,863 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST MATRIX PATHWAY | TIMBER PATHWAY | A8YSOC79O | NXNFP | 8.24% | $92,341,126 |
| OPTIMA PIONEER ALPHA | VITAL PIONEER | VL21S5DDG | RHZ | 9.75% | $64,272,262 |
| ZENITH VALUE | ZENITH MERIDIAN | 6IWZ8E5C8 | BWQW | 3.75% | $106,461,289 |
| RIDGE CATALYST | VALUE ELEMENT | TX4ATQ1NP | USZS | 2.39% | $81,435,435 |
| FRONTIER UNISON | CREST PRIME | 6DK25P4O1 | VHQG | 1.80% | $35,842,924 |
| VITAL VITAL LEGACY | QUANTUM BRIDGE | ZK3N5ZSD1 | WOWZZ | 7.03% | $111,992,289 |
| FUSION RIDGE | PIONEER VERTEX | 6W5G5YUGD | KMKU | 6.76% | $81,379,031 |
| HARBOR ZENITH OPTIMA | UNISON EMBER | WKMJKXPGO | ICZP | 11.09% | $95,059,743 |