About Capital Research Advisors
Founded in 2003 by two highly seasoned investment veterans, Capital Research Advisors is a fee-focused investment advisor (RIA). We bring together more than 100 years of respective industry experience in our leadership from multiple disciplines in order to help meet the needs of our clients.
As fiduciaries, our obligation is to you, our client, and to act in a way that we believe is in your best interest. We are fully committed to fulfilling that obligation.
Meet Our Leadership
Ken Graves
Chief Investment Officer
Ken’s career in financial services began in 1987 with a small independent firm in Texas. That small firm soon merged into a much larger firm, and through that merger Ken became a Sr. Vice President in 1992.
Steve Welch
Attorney
In 2002, Steve fully transitioned into a wealth transfer practice ultimately becoming a member at Sanders Welch, LLC, a respected boutique estate planning firm in Atlanta.
Michael Trafford
Masters in Financial Planning
Michael Trafford’s focus has long been in financial planning. He attended Georgia State University on full scholarship where he earned his Finance degree, and later, a Masters in Personal Financial Planning.
Jessica Steiner
Chief Administrative Officer
Jessica graduated with her Bachelor’s degree from Georgia State University in May 2023, majoring in speech communications and minoring in anthropology.
Benjamin Franklin
“An investment in knowledge pays the best interest.”
Why Choose Capital Research?
At Capital Research Advisors we use different combinations of models in each client portfolio in order to create a tailored fit. As goals evolve so does our approach to each model. We are constantly refining out models and we always use a multi-model strategy— it’s just how we manage money.
We follow the Golden Rule—we treat you how we’d want to be treated ourselves.