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CAPITAL ADVISORS WEALTH MANAGEMENT

Investment AdviceYAKIMA, WA

Assets Under Management

$908.3M

Total AUM

Donut chart: Discretionary 729.4M, Non-Discretionary 179.0M
Category	Value
Discretionary	729.4M
Non-Discretionary	179.0M

Adviser Information

Field	Value
CRD Number	309387
SEC Number	801-118930
Street Address	1104 NORTH 35TH AVENUE
Location	YAKIMA, WA 98902
Country	United States
Phone	(509) 469-5030
Total Employees	9

Client Count by Type (960 Total)

Horizontal bar chart: Individuals (other than H… 635, High Net Worth Individual… 272, Pension/Profit Sharing Pl… 38, Charitable Organizations 10, Corporations/Businesses 5
Category	Value
Individuals (other than H…	635
High Net Worth Individual…	272
Pension/Profit Sharing Pl…	38
Charitable Organizations	10
Corporations/Businesses	5

Capital Advisors Wealth Management, WA — Investment Adviser | BuildTrust