CAPITAL ADVISORS INC/OK
All 13F Filings
- Location
- Tulsa, OK
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 6,210,247
- Description
- Tulsa Oklahoma based advisory led wealth manager with a corporation based operating model and a high accountability and controls oriented investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for planning centered advisory portfolios. Implementation focuses on stability, transparency, and repeatable investment decision routines through allocation committee oversight and decision traceability.
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/15/2026 | 342 | 6,210,247 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q3 2025 | 10/21/2025 | 342 | 5,981,201 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q2 2025 | 7/22/2025 | 325 | 5,571,620 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q1 2025 | 4/29/2025 | 310 | 5,023,768 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q4 2024 | 1/29/2025 | 306 | 5,018,589 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q3 2024 | 10/28/2024 | 294 | 4,992,370 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q2 2024 | 7/31/2024 | 309 | 4,840,272 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q1 2024 | 4/29/2024 | 304 | 4,660,987 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q4 2023 | 1/29/2024 | 287 | 4,467,374 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q3 2023 | 10/24/2023 | 261 | 3,817,810 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q2 2023 | 7/18/2023 | 271 | 3,934,608 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q1 2023 | 4/19/2023 | 254 | 3,722,592 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q4 2022 | 1/17/2023 | 251 | 3,524,005 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q3 2022 | 10/17/2022 | 239 | 3,225,178 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q2 2022 | 7/15/2022 | 243 | 3,335,024 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q1 2022 | 5/5/2022 | 252 | 3,647,842 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q4 2021 | 1/27/2022 | 247 | 3,733,670 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q3 2021 | 10/25/2021 | 230 | 3,364,480 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q2 2021 | 8/2/2021 | 236 | 3,338,043 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q1 2021 | 5/25/2021 | 235 | 3,053,729 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q4 2020 | 2/8/2021 | 212 | 2,803,918 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q3 2020 | 11/2/2020 | 200 | 2,469,979 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q2 2020 | 8/7/2020 | 190 | 2,404,410 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q1 2020 | 5/21/2020 | 165 | 1,843,389 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q4 2019 | 2/4/2020 | 187 | 2,307,204 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q2 2014 | 8/6/2014 | 128 | 516,367 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q1 2014 | 5/12/2014 | 116 | 460,484 | 13F-HR | CAPITAL ADVISORS INC/OK |
| Q4 2013 | 2/7/2014 | 121 | 454,341 | 13F-HR | CAPITAL ADVISORS INC/OK |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.451 M | 87.8% | 300.2 K | 0 | 300.2 K |
| ETFs | 402.4 K | 6.5% | 0 | 82.55 K | -82.55 K |
| Debt | 357.3 K | 5.8% | 11.38 K | 0 | 11.38 K |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
6,210,247
Holdings
342
QoQ value change ($000)
229,046
(3.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.