Keith Goddard is a CFA-designated registered investment advisor at Capital Advisors, INC., based in Tulsa, OK, with 34 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,118 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
2222 South Utica Place, Suite 300, Tulsa, OK, 74114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Keith is a managing member of Conejos, LLC, which owns working interests in oil and gas wells, and serves on the board of directors for The Frontier, a non-profit online publication. He is also a passive shareholder in Arborstone Storage, a storage unit rental business.
Employment History
Current Registrations
Capital Advisors, INC.
Previous Registrations
Minshall & Company INC.Broker
State Registrations3 states
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