Aaron Day is a registered investment advisor at Capital Advisors, INC., based in Frisco, TX, with 20 years of industry experience. Aaron 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
Fee-Only (% of Portfolio)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
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3001 Dallas Parkway, Suite 550, Frisco, TX, 75034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Aaron is a passive investor in multiple real estate properties: The Park at Woodlands Trails Townhomes, Towne Oaks Aprtment Longview LLC, Brook Hollow Apartments, and Brookside Apartments. He dedicates minimal time to each of these investments.

Employment History
Current Registrations
Capital Advisors, INC.
December 2020 - Present · 5 yrs 4 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2016 - November 2020 · 4 yrs 8 mos
Advice and Planning Services
March 2016 - November 2020 · 4 yrs 8 mos
TD Ameritrade, INC.
May 2010 - January 2016 · 5 yrs 8 mos
Amerivest Investment Management, LLC
January 2008 - January 2016 · 8 yrs
TD Ameritrade, INC.Broker
April 2006 - January 2016 · 9 yrs 9 mos
Ameritrade, INC.Broker
December 2005 - April 2006 · 4 mos
State Registrations2 states
OKTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.