Capital Advisors Wealth Management, LLC
Capital Advisors Wealth Management, LLC is an independent financial advisory firm headquartered in Yakima, WA. Founded in 2020, the firm is a Registered Investment Adviser (RIA) serving individuals, families, and businesses seeking wealth management and customized investment solutions. The firm employs a team of investment professionals with expertise in portfolio management and financial planning. According to recent filings, the firm has about 9 employees and offers services that prioritize fiduciary responsibility and transparency for its clients.
Investment Strategy
Capital Advisors Wealth Management, LLC provides customized portfolio management, utilizing diversified holdings across equities and fixed income. Their approach emphasizes asset allocation tailored to client goals, regular rebalancing, and ongoing risk management. The firm focuses on transparency, fiduciary duty, and personalized investment policy statements for each client, aiming to preserve and grow client wealth while managing downside risk. The portfolio features significant weight in ETF and mutual fund holdings, reflecting a core-satellite and evidence-based investment philosophy.
Top Holdings
Equity Positions (214)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FNDF | SCHWAB STRATEGIC TR | 6.15% | $43.1M | 1,003,372 | $34.87 | $42.96 | +$6.1M |
V VIG | VANGUARD SPECIALIZED FUNDS | 6.14% | $43.0M | 199,485 | $162.85 | $215.79 | +$2.9M |
I IVV | ISHARES TR | 5.82% | $40.8M | 60,932 | $423.06 | $669.30 | +$3.4M |
I IWF | ISHARES TR | 5.61% | $39.3M | 83,851 | $315.71 | $468.41 | +$4.4M |
V VCIT | VANGUARD SCOTTSDALE FDS | 4.62% | $32.4M | 384,891 | $78.74 | $84.11 | +$1.2M |