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| Capital Advisors Wealth Management LLC
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| |
|---|---|
| CRD # | 309387 |
| SEC # | 801-118930 |
| CIK # | 0001824700 |
| AUM | $742.2 MM (2024-02-09) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 509-469-5030 |
| Address | 1104 North 35th Avenue Yakima, WA 98902 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 10.9 | |
| MSFT | 1,918,222.4 | 10.3 | |
| AMZN | 1,092,997.8 | 8.8 | |
| NVDA | 399,550.0 | 6.7 | |
| GOOGL | 1,475,138.5 | 5.6 | |
| META | 434,852.0 | 5.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 613 | 176.3 |
| (b) Individuals (high net worth individuals) | 240 | 420.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 133.9 |
| (h) Charitable organizations | 8 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.6 |
| (n) Other | 0 | 0.0 |
| Total | 901 | 742.2 |
| By Discretionary | ||
| Discretionary | 866 | 608.3 |
| Non-Discretionary | 35 | 133.9 |
| Total | 901 | 742.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 742.2 | |
| Total | 901 | 742.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001824700] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Exchange Capital Management Inc
✚
|
MI | 0.7 |
|
Gateway Advisory LLC
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|
NJ | 0.7 |
|
Golden State Equity Partners LLC
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|
CA | 0.7 |
|
Armbruster Capital Management Inc
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|
NY | 0.7 |
|
Berthel Fisher & Company Financial Services Inc
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IA | 0.7 |
|
Childress Capital Advisors LLC
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|
TX | 0.7 |
|
JRM Investment Counsel LLC
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|
NE | 0.7 |
|
Gerald Baker Financial Group Llcdba Baker Financial Services
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|
TX | 0.7 |
|
Faithward Advisors LLC
✚
|
PA | 0.7 |
|
Verum Partners LLC
✚
|
NC | 0.7 |