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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Advisors Wealth Management LLC
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| CRD # | 309387 |
| SEC # | 801-118930 |
| CIK # | 0001824700 |
| AUM | $908.3 M (2025-02-13) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 509-469-5030 |
| Address | 1104 North 35th Avenue Yakima, WA 98902 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001824700 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 14.0 | ||
| Apple Inc | 12.5 | ||
| Amazon Com Inc | 10.8 | ||
| Facebook Inc | 7.7 | ||
| Alphabet Inc | 6.2 | ||
| Costco Wholesale Corp /NEW | 5.9 | ||
| Nvidia Corp | 5.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 635 | 197.5 |
| (b) Individuals (high net worth individuals) | 272 | 539.4 |
| (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 | 38 | 161.8 |
| (h) Charitable organizations | 10 | 3.2 |
| (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 | 5 | 6.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,574 | 908.3 |
| By Discretionary | ||
| Discretionary | 2,463 | 729.4 |
| Non-Discretionary | 111 | 179.0 |
| Total | 2,574 | 908.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 908.3 | |
| Total | 2,574 | 908.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001824700] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kohmann Bosshard Financial Services LLC
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|
OH | 0.9 |
|
Peak Asset Management LLC
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|
CO | 0.9 |
|
Kerberrose Wealth Management LLC
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|
WI | 0.9 |
|
Sollinda Capital Management LLC
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|
FL | 0.9 |
|
Fifth Avenue Family Office LLC
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|
FL | 0.9 |
|
Bearing Point Capital LLC
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|
MN | 0.9 |
|
COFG Advisors LLC
✚
|
IL | 0.9 |
|
Foresight Global Investors Inc
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|
NY | 0.9 |
|
Sevenoneseven Capital Management Ltd
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|
PA | 0.9 |
|
Faithward Advisors LLC
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|
PA | 0.9 |