Capital Advisors, Inc.

Transaction overview

Announced

Exact closing date not established.

Corient announced an agreement to acquire Tulsa-based Capital Advisors, Inc. Closing was expected later in the second quarter of 2026; this source does not establish completion.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.