CAPITAL ADVISORS INC
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8+3 YoYRank #1557 of mapped providers
Assets under administration$21.9B0.0%Market share · rank #596
Fees received$118,272Median $11,747/planSum across Schedule C direct + indirect
Net wins YoY+33 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical CAPITAL ADVISORS INC plan look like?
Service mix · median fees per plan
Count of plans where CAPITAL ADVISORS INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Named fiduciary; Investment advisory (participants)Code 26 | 6 | $11,747 | |
Investment advisory (plan)Code 27 | 2 | $12,053 |
Competitor overlap
Percent of CAPITAL ADVISORS INC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under CAPITAL ADVISORS INC.
| Sponsor | From | Assets |
|---|---|---|
COLORADO PERMANENTE MEDICAL GROUP, P.C.CO · 840832336-002 | CHARLES SCHWAB & CO., INC. | $1.0B |
BRIXMOR EMPLOYMENT COMPANY, LLCNY · 261381083-003 | APRIO LLP | $110M |
ORTHOPEDIC CENTERS OF COLORADO, LLCCO · 475021191-001 | SHERIDAN ROAD ADVISORS LLC | $81M |
Plans lost in 2024
Appeared last year under CAPITAL ADVISORS INC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | $11.6B | 13,086 | $35,474 | 5y | 1 |
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $19,165 | 6y | 1 |
COLORADO PERMANENTE MEDICAL GROUP, P.C.CO · 840832336-002 | $1.0B | 1,736 | $11,512 | 1y | 1 |
LNR PROPERTY LLCFL · 800636828-001 | $117M | 495 | $9,722 | 2y | - |
BRIXMOR EMPLOYMENT COMPANY, LLCNY · 261381083-003 | $110M | 724 | $6,312 | 1y | - |
ORTHOPEDIC CENTERS OF COLORADO, LLCCO · 475021191-001 | $81M | 877 | $11,982 | 1y | - |
OAK TREE SOFTWARE, INC.OK · 731484518-001 | $9M | 375 | $10,602 | 7y | - |
FABSCO SHELL AND TUBE LLCOK · 731516707-001 | $6M | 189 | $13,503 | 8y | - |
Flag exposure
75.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (3)
Raw Schedule C names collapsed into CAPITAL ADVISORS INC.
- CAPITAL ADVISORS INC
- CAPITAL ADVISORS INC.
- CAPITAL ADVISORS, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for CAPITAL ADVISORS INC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 37.50% | 1.76% | +35.74 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with CAPITAL ADVISORS INC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent