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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.