# Phillips Capital Advisors, Inc.
Source: https://planprovider.pro/provider/phillips-capital-advisors-inc

> Focused on 3(21) fiduciary guidance for retirement plans, Phillips Capital Advisors, Inc. is an investment adviser based in Oklahoma City in the Oklahoma Cit…

Retirement Plan Advisor

Oklahoma City, OK

## About Phillips Capital Advisors, Inc.

<p>Focused on 3(21) fiduciary guidance for retirement plans, Phillips Capital Advisors, Inc. is an investment adviser based in Oklahoma City in the Oklahoma City metro area. The firm works with plan sponsors that want support with investment due diligence and ongoing monitoring while keeping decision-making authority in-house.</p>

<p>Phillips Capital Advisors is part of Thurston Springer Financial. This structure lets the team coordinate retirement plan work with broader wealth management and planning needs for business owners, institutions, and families.</p>

<p>As of 2026, the firm reports $2.2B in assets under management. Its approach centers on long-term relationships and practical advice around wealth building, asset preservation, and family protection.</p>

<p>What differentiates the firm is its ability to pair retirement plan oversight with integrated personal and business planning under the Thurston Springer Financial platform.</p>

<ul>
<li>3(21) fiduciary investment advice for plan sponsors</li>
<li>Retirement plan investment reviews and fund/manager due diligence</li>
<li>Ongoing investment monitoring and reporting</li>
<li>Coordination with wealth management and financial planning</li>
<li>Support for business owners, institutions, and families</li>
</ul>

Website: [https://www.tspinvest.com/phillips-capital-advisors-inc](https://www.tspinvest.com/phillips-capital-advisors-inc)

## Office Locations

- Oklahoma City, OK (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $2.2B

## Other Retirement Plan Advisors in OK

- [HUB Retirement and Private Wealth](https://planprovider.pro/provider/hub-retirement-and-private-wealth) - Austin, TX

- [Transcendent Capital Group](https://planprovider.pro/provider/transcendent-capital-group) - Edmond, OK

- [Vista Investment Partners LLC](https://planprovider.pro/provider/vista-investment-partners-llc) - Oklahoma City, OK

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