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Aaron Robert Day

Capital Advisors, Inc.

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About Aaron Robert Day

Aaron Day is a registered investment advisor representative with Capital Advisors, Inc. Aaron has been in the financial services industry since 2005, and has experience in providing financial planning, portfolio management for businesses, individuals and investment companies and selection of other advisors. Previous to joining Capital Advisors, Inc. in 2020, Aaron was with TIAA-CREF Individual & Institutional Services, LLC. Aaron has a Series 66, Series 7TO and Series 7 license.

Firm Information

Aaron Day is currently registered with Capital Advisors, Inc.. Capital Advisors, Inc. is an investment advisor based in Tulsa, Oklahoma. The firm provides financial planning, selection of other advisors, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses, investment companies, charitable organizations, and pension and profit sharing plans. The firm has over $5.5 billion in regulatory assets under management.
Capital Advisors, Inc.

2222 SOUTH UTICA PLACE

TULSA, OK 74114

$5.50B

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Day’s Registration & Firm History

TX

12/23/2020 - Present

Capital Advisors, Inc. (FRISCO TX)

TX

03/09/2016 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

TX

04/22/2006 - 01/20/2016

TD AMERITRADE, INC. (PLANO TX)

TX

12/13/2005 - 04/22/2006

AMERITRADE, INC. (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 03/09/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/28/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Robert Day.
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