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Scott Robert Frantz

Capital Advisors, Inc.

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About Scott Robert Frantz

Scott Frantz is an Investment Advisor Representative associated with Capital Advisors, Inc., a firm registered with the Securities and Exchange Commission (SEC) as an investment adviser. Scott Frantz is also registered with the state of Oklahoma as an investment advisor representative and with the state of Texas as an investment advisor representative. He is a Chartered Financial Analyst and holds the Series 66 and Series 7 licenses. Scott Frantz has experience in private equity real estate investments and has worked in financial services since 2010. Scott Frantz has been with Capital Advisors, Inc. since April 2017. The firm provides financial planning, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. Capital Advisors, Inc. has offices in Tulsa, Oklahoma, and Frisco, Texas.

Firm Information

Scott Frantz 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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Scott Frantz’s Registration & Firm History

TX

04/20/2017 - Present

Capital Advisors, Inc. (Frisco TX)

NY

07/27/2010 - 07/06/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/30/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/26/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Robert Frantz.
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