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CAPITAL ADVISORS WEALTH MANAGEMENT

YAKIMA, WA · CRD 309387 · IAPD ↗ · (509) 469-5030

$1.11BRegulatory AUM
6Advisory reps
10Employees
5Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
March 2026 — CAPITAL ADVISORS WEALTH MANAGEMENT notice-filed in AK, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
March 2026 — CAPITAL ADVISORS WEALTH MANAGEMENT crossed $1B in regulatory AUM ($908.3M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
March 2025 — CAPITAL ADVISORS WEALTH MANAGEMENT notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.