Dejan
Dimitrijevic

Capital Advisors, Inc

CRD#4202570
Investment Advisor
in Tulsa, OK

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About this Advisor

Dejan Dimitrijevic is a financial advisor based in Tulsa, Oklahoma, working with Capital Advisors, Inc. Dejan has previously held positions at Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Scottrade Investment Management, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Capital Advisors, Inc, and Scottrade Inc. Dejan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Dejan 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 63, Series 66

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

Dejan Dimitrijevic Work History

2023 - Present (2 years)

Capital Advisors, Inc

2019 - Present (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

2019 - 2023 (4 years)

Tiaa

2018 - 2019 (1 year)

Td Ameritrade, Inc

2018 - 2019 (1 year)

Td Ameritrade Investment Management, LLC

2000 - 2018 (18 years)

Scottrade Investment Management

2000 - 2018 (18 years)

Scottrade Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Dejan Dimitrijevic 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

George Haas
Houston, TX
Daniel Schluter
Frisco, TX
Hayden Siegfried
Tulsa, OK
Bradley Priest
Tulsa, OK
Grant Clary
Tulsa, OK
Kelcy Flores
Tulsa, OK
Mckenzie Mills
Tulsa, OK
Aubrey Socha
Frisco, TX

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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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.

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