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Mckenzie Mabri Mills

Capital Advisors, Inc.

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About Mckenzie Mabri Mills

Mckenzie Mabri Mills is a financial advisor with Capital Advisors, Inc. Mckenzie has been in the financial industry since 2013. Mckenzie has held positions at Quik Trip, Northwestern Mutual, and Cavanal Hill Investment Management. Mckenzie is registered to provide investment advisory services in Oklahoma and Texas. Mckenzie holds the Certified Financial Planner designation. Mckenzie is dedicated to helping clients achieve their financial goals. Capital Advisors, Inc. is a Registered Investment Advisor firm with a focus on portfolio management for individuals, businesses, and investment companies.

Firm Information

Mckenzie Mills 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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Mckenzie Mills’s Registration & Firm History

OK

04/28/2023 - Present

Capital Advisors, Inc. (TULSA OK)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mckenzie Mabri Mills.
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