Capital Advisors Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 157460
- Website
- www.cawmllc.com
- Custodians
- INTERACTIVE BROKERS LLC, TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals81.76%
- HNWI18.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Capital Advisors Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients, as well as small businesses. Its advisory services emphasize financial planning and discretionary portfolio management for individuals and small business owners. The firm charges clients using a combination of percentage-of-AUM fees, hourly fees and fixed fees. The firm is not flagged as an active ESG investor, is not a multi-state adviser in the source data, and does not identify as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Contacts
2 of 2Lydia Burroughs
Managing MemberCRD 4681177
Stephen Burroughs
OwnerCRD 2406428
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations