Nathan
Stewart

Capital Advisors, Inc

CRD#5058017
Investment Advisor
in Tulsa, OK

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About this Advisor

Nathan Stewart is a financial advisor who works in Tulsa, Oklahoma with a total of 2 years of relevant experience. Stewart works at Capital Advisors, Inc. The advisor has gained experience at Scottrade, E*Trade Securities LLC, E*Trade Capital Management LLC, Capital Advisors, Inc, Quasar Distributors, LLC and Wells Fargo Clearing Services, LLC. Stewart has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to serve investors in Colorado, Nevada, Oklahoma, Texas and Vermont. Capital Advisors, Inc is an advisory business that has its headquarters in Tulsa, OK. It has offices in 10 locations and a total of 59 financial advisors. It administers $4 billion in assets under management among its 2,625 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 15 charities and foundations. Of its 2,625 accounts, 43% are held by high-net-worth individuals who have more than $1 million in assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial advice typically vary depending on which services the firm provides the client. Fee types charged by Capital Advisors, Inc most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2222 South Utica Place Suite 300
Tulsa, OK 74114

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Capital Advisors, Inc Brokerage Details

Total Assets Under Management

$4,258,161,897

OK Average: $681,523,814
Total Number of Employees

59

OK Average: 15
Total Number of Accounts

2,625

OK Average: 642
Average Account Size

$1,622,157

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Nathan Stewart Work History

Nathan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Capital Advisors, Inc

2021 - 2022 (1 year)

Quasar Distributors, LLC

2020 - 2021 (1 year)

E*Trade Securities LLC

2020 - 2021 (1 year)

E*Trade Capital Management LLC

2019 - 2020 (1 year)

E*Trade Securities LLC

2019 - 2020 (1 year)

E*Trade Capital Management LLC

2018 - 2019 (1 year)

Wells Fargo Clearing Services, LLC

2013 - 2018 (5 years)

Scottrade

2012 - 2013 (1 year)

E*Trade Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nathan Stewart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capital Advisors, Inc

Joshua Barditch
Frisco, TX
Eric Cannon
Tulsa, OK
Aubrey Socha
Frisco, TX
Nathan Stewart
Tulsa, OK
Scott Frantz
Frisco, TX
Grant Clary
Tulsa, OK
Patrick Burdick
Houston, TX
Kelcy Flores
Tulsa, OK

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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