# Capital Advisors Wealth Management

> Capital Advisors Wealth Management is an SEC-registered investment advisory firm in Yakima, WA, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 309387
- Filed as: CAPITAL ADVISORS WEALTH MANAGEMENT
- Legal name: Capital Advisors Wealth Management, LLC
- Also doing business as: CAPITAL ADVISORS WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Yakima, WA
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309387
- AdvisorCensus page: https://advisorcensus.com/firm/capital-advisors-wealth-management-yakima-wa-309387

## Quick answers

**How is Capital Advisors Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Capital Advisors Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Capital Advisors Wealth Management located?**
Capital Advisors Wealth Management's principal office is in Yakima, WA, according to its Form ADV.

**Is Capital Advisors Wealth Management registered with the SEC or a state?**
Capital Advisors Wealth Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309387.

**How much does Capital Advisors Wealth Management manage?**
Capital Advisors Wealth Management reports $1,112,135,839 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (83% discretionary).

**How have Capital Advisors Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Capital Advisors Wealth Management: Regulatory assets under management: $480,661,059 in the October 2021 data and $1,112,135,839 in the October 2026 data, up 131%. Total employees: 7 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Capital Advisors Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (709); high net worth individuals (284); pension and profit sharing plans (but not the plan participants or government pension plans) (40).

**Which custodians does Capital Advisors Wealth Management use?**
Capital Advisors Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and John Hancock Distributors LLC as custodians holding 10% or more of its separately managed account assets.

**Does Capital Advisors Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309387

**What changed in Capital Advisors Wealth Management's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $908,341,515 to $1,112,135,839 (+22%). Registered or notice-filed in AK, MT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- John Hancock Distributors LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,112,135,839
- Discretionary: $927,574,918
- Non-discretionary: $184,560,921

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 709 | $253,458,123 |
| High net worth individuals | 284 | $660,912,241 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 40 | $184,560,921 |
| Charitable organizations | 11 | $4,956,280 |
| Corporations or other businesses not listed above | 7 | $8,248,274 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AZ, CA, ID, MT, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capitaladvisorswm.com
- LinkedIn @CAPITAL-ADVISORS-WEALTH-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $480,661,059 | 7 | July 15, 2021 |
| October 2022 | $613,830,175 | 8 | March 1, 2022 |
| October 2023 | $677,025,554 | 8 | March 8, 2023 |
| October 2024 | $742,189,874 | 8 | February 9, 2024 |
| October 2025 | $908,341,515 | 9 | February 13, 2025 |
| October 2026 | $1,112,135,839 | 10 | April 24, 2026 |

Regulatory assets under management: $480,661,059 in the October 2021 data and $1,112,135,839 in the October 2026 data, up 131%.
Total employees: 7 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $908,341,515 to $1,112,135,839 (+22%).
- Registered or notice-filed in AK, MT.

### January 2026
- No longer registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Advisors Wealth Management (CRD 309387): Form ADV filing data as of October 2026.