TrueAdvisor
TrueAdvisor
CW
CW

Cullen Tarlac Williams

Capital Advisors, INC.
25 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance PlanningHigh Net Worth
Capital Advisors, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,118 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$6.1B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fees are 1.00% annually on the average daily market value of the assets held in the portfolio, payable quarterly, in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

2222 South Utica Place, Suite 300, Tulsa, OK, 74114

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Capital Advisors, INC.
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2018 - June 2021 · 3 yrs 3 mos
J.P. Morgan Securities LLCBroker
March 2018 - June 2021 · 3 yrs 3 mos
Scottrade Investment Management
January 2017 - March 2018 · 1 yr 2 mos
Scottrade, INC.Broker
December 2013 - March 2018 · 4 yrs 3 mos
Charles Schwab & CO., INC.
April 2011 - June 2013 · 2 yrs 2 mos
Charles Schwab & CO., INC.Broker
May 2007 - June 2013 · 6 yrs 1 mo
Cybertrader, INC.Broker
February 2000 - December 2007 · 7 yrs 10 mos
Dean Witter Reynolds INC.Broker
August 1999 - February 2000 · 6 mos
State Registrations2 states
OKTX
Advisor
Exams
No exam information available for this advisor.