CAPITAL ADVISORS WEALTH MANAGEMENT

RIASEC RegisteredEst. 2020

Total AUM

$1.1B

Discretionary

$928M

83% of AUM

Avg account

$1.1M

Accounts

1,051

Employees

Advisory reps

Firm details

Headquarters: YAKIMA, Washington
CRD number: 309387
Registered since: June 15, 2020
Website: www.capitaladvisorswm.com
Custodians: CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.43%
Individuals22.79%
Pension & Profit Sharing Plans16.6%
Corporations / Businesses0.74%
Charitable Organizations0.45%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Capital Advisors Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm serves both individuals/families and institutional clients, offering financial planning, portfolio management for individual and small-business clients as well as for businesses or institutions, and pension consulting services. Its fee model includes percentage-of-AUM charges along with hourly and fixed-fee arrangements, allowing flexibility across advisory engagements. The firm is not positioned as a capital allocator and is not identified as an active ESG investor. It reports as a single-state adviser rather than a multi-state practice and is owned by an individual. The advisory mix and service set indicate a typical RIA model focused on discretionary portfolio management supported by planning and consulting work.