PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CAPITAL ADVISORS, INC.
Sponsor portfolio

CAPITAL ADVISORS, INC.

EIN 73-1044294-financial services-Latest filing 2025
Plans
1
Retirement
1
$27.8M assets
Welfare
0
Participants
74
2222 S UTICA PLACE, STE 300 - TULSA, OK 74114918-599-0045capitaladv.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#002ESOP-$27.8M - 74 part

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.
Retirement#002

CAPITAL ADVISORS INC 401K PLAN EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$27.8M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAPITAL ADVISORS INC 401K PLAN EMPLOYEE STOCK OWNERSHIP PLANESOP$27.8M742025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica