Ryan Eberly is a CFP-designated registered investment advisor at Capital Advisors, INC., based in Tulsa, OK, with 5 years of industry experience. Ryan 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
Get directionsHistory
Regulatory History (1)
Financial
July 2017Other Business Activities
Ryan owns and operates Stoic Fitness LLC, which sells fitness equipment and other items. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Capital Advisors, INC.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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.