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CAPITAL ADVISORS WEALTH MANAGEMENT
CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
CRD 309387 · SEC 801-118930
1104 NORTH 35TH AVENUE, YAKIMA, WA, 98902, United States
Phone
(509) 469-5030
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.11B
Discretionary AUM
$927.6M
Team
10 total employees; 6 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 709 | $253.5M |
| High net worth individuals | 284 | $660.9M |
| Pension/profit sharing plans | 40 | $184.6M |
| Charitable organizations | 11 | $5.0M |
| Corporations/business entities | 7 | $8.2M |
States served
AL, AK, AZ, CA, ID, MT, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD