Data / Investment advisers / Washington / Capital Advisors Wealth Management
Capital Advisors Wealth Management, Yakima, WA: $1.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Capital Advisors Wealth Management is an SEC registered investment adviser with its main office in Yakima, Washington and reports $1.1 billion in regulatory assets under management in its Form ADV filed April 24, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 309387
- SEC file number
- 801-118930
- SEC status
- Approved, effective June 15, 2020
- Legal name
- Capital Advisors Wealth Management, LLC
- Main office
- 1104 North 35th Avenue, Yakima, WA 98902
- Phone
- (509) 469-5030
- Regulatory AUM
- $1,112,135,839 in the Form ADV filed April 24, 2026
- Discretionary AUM
- $927,574,918
- Non discretionary AUM
- $184,560,921
- Accounts
- 1,051
- Employees
- 10, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 284 | $660.9 million |
| Individuals (other than high net worth individuals) | 709 | $253.5 million |
| Pension and profit sharing plans | 40 | $184.6 million |
| Corporations or other businesses | 7 | $8.2 million |
| Charitable organizations | 11 | $5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $1.11 billion | February 25, 2026 |
| December 1, 2025 | $908.3 million | September 9, 2025 |
Other advisers in Washington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hohimer Wealth Management, LLC | Seattle | $1.26 billion | 2 | adviserinfo.sec.gov |
| Aspire Capital Advisors LLC | Seattle | $1.23 billion | Not listed | adviserinfo.sec.gov |
| Avier Wealth Advisors | Bellevue | $1.19 billion | Not listed | adviserinfo.sec.gov |
| Fortis Capital Management LLC | Bellevue | $1.16 billion | 2 | adviserinfo.sec.gov |
| Lucid Advisors, Inc. | Seattle | $1.15 billion | Not listed | adviserinfo.sec.gov |
| Basecamp Wealth Advisors, LLC | Bellevue | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Bridge33 Investment Management LLC | Seattle | $1.08 billion | 6 | adviserinfo.sec.gov |
| Fulcrum Capital, LLC | Seattle | $1.08 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Washington
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Capital Advisors Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.