Capital Advisors Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Yakima, WA. Its latest Form ADV filing, dated April 24, 2026, reports $1.1B in regulatory assets under management, 10 employees, and 1,051 accounts.
Top client segmentIndividuals represent 67.5% of total clients.
Top client categories% of clientsClients
1
Individuals
67.5%
709
2
HNWI
27.0%
284
3
Pension Plans
3.8%
40
4
Charitable
1.0%
11
5
Corporations
0.7%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 24, 2026
Discretionary83.4%
$928M
83% of total RAUM83.4%
Non-discretionary16.6%
$185M
17% of total RAUM16.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts1,051
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee105:1
10Y Employee Change+9 (+900.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.