Capital Advisors, Inc.

Capital Advisors, Inc. is a registered investment adviser founded in 1978, located in Tulsa, OK. The firm offers portfolio management services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies, and corporations. The firm's investment advisory services are provided by a Portfolio Management team, which includes an Investment Advisor Representative, an internal portfolio manager, and a client services associate. Capital Advisors also provides comprehensive financial planning services covering various financial aspects. The firm serves as the investment adviser to the Capital Advisors Growth Fund (CIAOX), a diversified open-end investment company. Capital Advisors is a fiduciary under the Investment Advisers Act of 1940, acting in the best interests of clients and avoiding conflicts of interest. The firm's fee structure includes a percentage of assets under management for investment advisory services and financial planning services. Clients are required to have a minimum account size of $500,000, which is negotiable. Capital Advisors does not receive any formal economic benefits other than normal compensation for providing investment advice. The firm does not have custody of client funds or securities, and clients receive quarterly account statements from the custodian. Capital Advisors may accept limited power of attorney to act on a discretionary basis for clients and votes proxies for securities under its discretionary authority. The firm has no financial commitments impairing its ability to meet client commitments and has not been subject to a bankruptcy proceeding.