Capital Advisors Wealth Management, LLC
● SEC registered since 2020CRD 309387SEC# 801-118930Yakima, WA
Reg. AUM
$1.11B
Employees
10
Accounts
1,051
Location
Yakima, WA
Capital Advisors Wealth Management, LLC assets under management
Capital Advisors Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Yakima, WA. The firm has been registered since 2020. It reports $1.1 billion in regulatory assets under management and employs 10 people.
Capital Advisors Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Joseph Farina Control | Owner & Chief Compliance Officer | 50-75% | 2020 |
| Edward Charles Reinhart Control | Managing Member | 50-75% | 2020 |
Frequently asked questions
How much does Capital Advisors Wealth Management, LLC manage?
Capital Advisors Wealth Management, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Capital Advisors Wealth Management, LLC have?
Capital Advisors Wealth Management, LLC reports 10 employees.
Where is Capital Advisors Wealth Management, LLC located?
Capital Advisors Wealth Management, LLC is based in Yakima, WA and has been SEC-registered since 2020.
Does Capital Advisors Wealth Management, LLC disclose fund performance?
Capital Advisors Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1104 North 35th Avenue, Yakima, WA 98902 |
| Phone | (509) 469-5030 |
| Office hours | 7:30 a.m. - 4 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1824700 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.11B▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.11Bregulatory AUM
Discretionary $927.6MNon-discretionary $184.6M