Conner
Johnson

Capital Advisors, Inc

CRD#7804552
Investment Advisor
in Tulsa, OK

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About this Advisor

Conner Johnson is a financial advisor based in Tulsa, Oklahoma, working with Capital Advisors, Inc. Conner has previously held positions at Capital Advisors, Inc, University Of Oklahoma, Jenks Public Schools, and Tulsa Community College. Conner has passed the Series 65 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Conner is part of Capital Advisors, Inc, which operates out of Tulsa, Oklahoma. The firm has 10 offices and 59 employees. The firm manages assets totaling $5.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Capital Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

$5,501,719,930

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

59

OK Average: 15
Total Number of Accounts

6,518

OK Average: 642
Average Account Size

$844,081

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

Conner Johnson Work History

2023 - Present (1 year)

Capital Advisors, Inc

2020 - 2022 (2 years)

University Of Oklahoma

2018 - 2020 (2 years)

Tulsa Community College

2013 - 2018 (5 years)

Jenks Public Schools

Disclosures

Please visit the SEC profile of Conner Johnson 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

Bradley Priest
Tulsa, OK
George Haas
Houston, TX
Kelcy Flores
Tulsa, OK
Grant Clary
Tulsa, OK
Hayden Siegfried
Tulsa, OK
Daniel Schluter
Frisco, TX
Steven Soranno
Tulsa, OK
Conner Johnson
Tulsa, OK

The content in this profile was updated by SmartAsset on 6/19/2024. 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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