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Jonathan Dean Althage

Capital Advisors, Inc.

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About Jonathan Dean Althage

Jonathan Dean Althage is an investment advisor representative at Capital Advisors, Inc.. Jonathan has been in the industry since 2008. Jonathan has passed the Series 7, Series 66, and SIE exams. Jonathan has held previous roles with Quasar Distributors, LLC, and MinShall & Company Inc..

Firm Information

Jonathan Althage 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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Jonathan Althage’s Registration & Firm History

OK

11/07/2022 - Present

Capital Advisors, Inc. (TULSA OK)

ME

01/02/2018 - 12/31/2020

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

OK

08/11/2010 - 10/02/2017

MINSHALL & COMPANY INC. (TULSA OK)

OK

01/07/2010 - 07/19/2010

LPL FINANCIAL CORPORATION (TULSA OK)

MO

07/03/2008 - 12/31/2009

SMITH, MOORE & CO. (COLUMBIA MO)

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Licenses & Designations

BOTH

Issued 07/18/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Dean Althage.
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