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MC

Meredith S. Camp

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CRD#: 2967572
MC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Meredith Starr Camp, who also goes by Meredith Starr Ford, Meridith Starr Ford, was a registered financial professional .

Meredith is a previously registered financial professional and started their career in finance in 1998. Meredith had worked at 5 firms and has passed the Series 65, Series 63 and Series 52 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Meredith Starr Ford | Meridith Starr Ford

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 14, 2008 - May 1, 2012

CAPITAL ADVISORS, INC.

RIA
CRD#: 104643
DALLAS, TX
Past

August 3, 2006 - November 16, 2007

TRUE NORTH ADVISORS, LLC

RIA
CRD#: 116048
DALLAS, TX
Past

June 5, 2006 - November 1, 2006

AMERICAN SECURITIES GROUP, INC.

RIA
CRD#: 43730
DALLAS, TX
Past

October 5, 2000 - January 24, 2006

OPTIMUM INVESTMENT ADVISORS, LLC

RIA
CRD#: 105182
ADDISON, TX
Past

September 17, 1998 - June 16, 1999

FRIEDMAN, LUZZATTO & CO.

BD
CRD#: 19169
DALLAS, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CAPITAL ADVISORS, INC.
CAPITAL ADVISORS INC | CAPITAL ADVISORS, INC.

CRD#: 104643 / SEC#: 801-14050

RIA
Registered Investment Advisory firm - (9/18/1978 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/23/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CA
CAPITAL ADVISORS, INC.
CAPITAL ADVISORS INC | CAPITAL ADVISORS, INC.

CRD#: 104643 / SEC#: 801-14050

RIA
Registered Investment Advisory firm - (9/18/1978 Approved)
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Contact information


Main Address
2222 South Utica Place Suite 300, Tulsa, OK 74114
Mailing Address
Phone number
(866) 230-5879
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

09 18 2025 CAI FORM ADV PART 2A FINAL (9/18/2025)

Regulatory assets under management


Total Number of Accounts7,297
AUM (Assets Under Management)$ 6,146,880,645

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CAPITAL ADVISORS, INC.

CRD#: 104643

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