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| Capital Advisors Wealth Management LLC
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|---|---|
| CRD # | 309387 |
| SEC # | 801-118930 |
| CIK # | 0001824700 |
| AUM | 1,112.1 M (2026-04-24) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 509-469-5030 |
| Address | 1104 North 35th Avenue Yakima, WA 98902 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.8 | ||
| Amazon Com Inc | 10.6 | ||
| Microsoft Corp | 10.5 | ||
| Alphabet Inc | 10.1 | ||
| Nvidia Corp | 6.6 | ||
| Facebook Inc | 6.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 709 | 253.5 |
| (b) Individuals (high net worth individuals) | 284 | 660.9 |
| (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 | 40 | 184.6 |
| (h) Charitable organizations | 11 | 5.0 |
| (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 | 7 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,051 | 1,112.1 |
| By Discretionary | ||
| Discretionary | 1,011 | 927.6 |
| Non-Discretionary | 40 | 184.6 |
| Total | 1,051 | 1,112.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 1,110.8 | |
| Total | 1,051 | 1,112.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001824700] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wilkins Investment Counsel Inc
✚
|
MA | 1,117.8 M |
|
Adamo Capital Family Office LLC
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FL | 1,116.2 M |
|
Lighthouse Financial Advisors Inc
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NJ | 1,113.9 M |
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HTG Investment Advisors Inc
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CT | 1,113.6 M |
|
Arthur M Cohen & Associates LLC
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IL | 1,111.5 M |
|
Bearing Point Capital LLC
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|
MN | 1,111.5 M |
|
Dock Street Asset Management Inc
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|
FL | 1,110.1 M |
|
ARQ Wealth Advisors LLC
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|
AZ | 1,109.3 M |
|
The Financial Advisors LLC
✚
|
MA | 1,108.4 M |
|
Heirloom Wealth Management LLC
✚
|
CO | 1,108.3 M |