Capital Advisors Wealth Management
Firm details
- Headquarters
- Yakima, Washington
- CRD number
- 309387
- Registered since
- June 15, 2020
- Website
- www.capitaladvisorswm.com
- Custodians
- CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI59.43%
- Individuals22.79%
- Pension & Profit Sharing Plans16.6%
- Corporations / Businesses0.74%
- Charitable Organizations0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Capital Advisors Wealth Management is an independent, owner-operated LLC that provides fee-based advice to both individual/family and institutional clients. The firm is registered with the SEC (registration year 2020) and offers a mix of financial planning and portfolio management services, including work for individuals and small businesses, separate account management for businesses or institutions, and pension consulting. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities20%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
Owners & executives
1 of 1
Anthony Farina
Managing Partner and Chief Compliance OfficerCRD 4412237
Contacts
3 of 5
Brian Drumhiller
Financial AdvisorCRD 5314228
Edward Reinhart
Managing Partner, Financial AdvisorCRD 2727927
Robert Vickers
Financial PlannerCRD 2603508
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 136Active vs passive
$732M in ETFs
68%
$495M
22%
$237M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF) | Schwab | Passive | Foreign Large Value | $59.8M | 1,112,649 | 8.17% |
Location
Yakima, WA
Yakima
Location
Yakima, WA
Headquartered in Yakima, WA, in the West of the United States.
- Region
- West
- County
- Yakima
- Address
- 1104 N 35th Ave
- Time zone
- PT (UTC-8)
- Office locations
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