Aubrey
Socha
Capital Advisors, Inc
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About this Advisor
Aubrey Socha is a certified financial planner working in Frisco, Texas who has 4 years of industry experience. Socha is an advisor for Capital Advisors, Inc. Socha has gained experience at Fidelity Investments, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Capital Advisors, Inc and Quasar Distributors, LLC. Socha maintains Series 66 and Series 63 licenses, certifying them as a securities agent, and is able to advise clients in Oklahoma and Texas. Capital Advisors, Inc is a financial advisory business that has its headquarters in Tulsa, OK. The firm has offices in 10 locations and a total of 59 financial advisors. It oversees $4 billion in assets under management among its 2,625 client 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 client accounts, 43% are associated with high-net-worth clients who have at least $1 million in investable assets. Capital Advisors, Inc offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial advisory fee schedules typically depend on which services the firm provides the client. Fee types billed by Capital Advisors, Inc likely are comprised of 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
Aubrey Socha Work History
Aubrey has been registered as a financial advisor for 4 years.*
Capital Advisors, Inc
Quasar Distributors, LLC
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Fidelity Investments
Fidelity Investments
Fidelity Investments
Fidelity Investments
*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 Aubrey Socha 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
Frisco, TX
Frisco, TX
Tulsa, OK
Tulsa, OK
Frisco, TX
Houston, TX
Tulsa, OK
Henderson, NV
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
