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Capital Advisors Wealth Management, LLC

● SEC registered since 2020CRD 309387SEC# 801-118930Yakima, WA
Export (members)
Reg. AUM
$908.3M
Employees
9
Accounts
2,574
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 $908.3 million in regulatory assets under management and employs 9 people.
www.linkedin.com/company/capital-advisors-wealth-managementView on SEC.gov ↗

Capital Advisors Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Anthony Joseph Farina ControlOwner & Chief Compliance Officer50-75%2020
Edward Charles Reinhart ControlManaging Member50-75%2020

Frequently asked questions

How much does Capital Advisors Wealth Management, LLC manage?

Capital Advisors Wealth Management, LLC reports $908.3 million 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 9 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

Address1104 North 35th Avenue, Yakima, WA 98902
Phone(509) 469-5030
Office hours7:30 a.m. - 4 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1824700
Discloses disciplinary historyNo

Assets under management

Discretionary$729.4M
Non-discretionary$179M
Total (RAUM)$908.3M