Aaron
Day
Capital Advisors, Inc
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About this Advisor
Aaron Day is a financial advisor operating out of Frisco, Texas with a total of 3 years of industry experience. Day currently works for Capital Advisors, Inc. Their career trajectory has included roles at Td Waterhouse Investor Services, Inc, Tiaa Wealth Management, Tiaa-Cref Individual & Institutional Services, LLC and Capital Advisors, Inc. Day maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Oklahoma and Texas. Capital Advisors, Inc is a financial advisory company operating out of Tulsa, OK. The firm has offices in 10 locations and a total of 59 advisors. It manages $4 billion in total assets across its 2,625 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 15 charitable organizations. Of its 2,625 customer accounts, 43% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial management usually vary depending on the type of services offered. Fee types billed by Capital Advisors, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Advisors, Inc Brokerage Details
$4,258,161,897
59
2,625
$1,622,157
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
Aaron Day Work History
Aaron has been registered as a financial advisor for 3 years.*
Capital Advisors, Inc
Tiaa Wealth Management
Tiaa-Cref Individual & Institutional Services, LLC
Td Waterhouse Investor Services, Inc
*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 Aaron Day 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
Tulsa, OK
Tulsa, OK
Frisco, TX
Frisco, TX
Frisco, TX
Tulsa, OK
Tulsa, OK
Houston, TX
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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