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Grant David Clary

Capital Advisors, Inc.

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About Grant David Clary

Grant Clary is a financial advisor with Capital Advisors, Inc., located in Tulsa, Oklahoma. Grant has been in the industry since June 2016, with previous experience at William Blair. Grant holds the Series 7, Series 66, and SIE licenses. Grant's focus is on helping individuals, businesses, and investment companies achieve their financial goals. He offers a range of services, including financial planning, portfolio management, and selection of other advisors.

Firm Information

Grant Clary 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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Grant Clary’s Registration & Firm History

OK

01/03/2020 - Present

Capital Advisors, Inc. (TULSA OK)

IL

06/13/2016 - 07/19/2018

WILLIAM BLAIR (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 05/18/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Grant David Clary.
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