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CAPITAL ADVISORS WEALTH MANAGEMENT
Legal name: CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
CRD 309387File 801-118930
APPROVED
Retail clients
Custody
Filing as of Apr 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.11B
Above cohort median (national)
Discretionary AUM
$927.6M
Non-discretionary $184.6M
Clients
1,051
1,051 accounts
Employees
10
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 15, 2020
- Principal office
- 1104 NORTH 35TH AVENUE, YAKIMA, WA, 98902
- Phone
- (509) 469-5030
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.11B
- Discretionary AUM
- $927.6M
- Non-discretionary AUM
- $184.6M
- Discretionary accounts
- 1,011
- Non-discretionary accounts
- 40
- Total accounts
- 1,051
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $8.2M |
| Charitable organizations | 11 | $5.0M |
| High net worth individuals | 284 | $660.9M |
| Pension and profit sharing plans | 40 | $184.6M |
| Individuals (other than high net worth individuals) | 709 | $253.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 9 | 10 | increased by1 |
| Mar 1, 2026 | Clients | 960 | 1,051 | increased by91 |
| Mar 1, 2026 | AUM | $908,341,515 | $1,112,135,839 | increased by$203,794,324 |
| Mar 1, 2026 | Accounts | 2,574 | 1,051 | decreased by1,523 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 776 | 960 | increased by184 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $613,830,175 | $908,341,515 | increased by$294,511,340 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,666 | 2,574 | increased by908 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 609 | 776 | increased by167 |
| Apr 1, 2022 | AUM | $480,661,059 | $613,830,175 | increased by$133,169,116 |
| Apr 1, 2022 | Accounts | 1,373 | 1,666 | increased by293 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPITAL ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPITAL ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.