CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
Doing business as CAPITAL ADVISORS WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$1,112,135,839
Discretionary
$927,574,918
Non-discretionary
$184,560,921
Firm details
- CRD number
- 309387
- SEC file number
- 801-118930
- Main office
- YAKIMA, WA, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.