Capital Advisors Wealth Management

Capital Advisors Wealth Management (CRD# 309387) is a financial advisory firm headquartered in Yakima, WA. They manage $742,189,874 in 901 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1104 North 35th Avenue, Yakima, WA 98902
https://www.linkedin.com/company/capital-advisors-wealth-management
By the Numbers
  • Total Assets Under Management
    742
    MILLION
  • Total Number of Accounts
    901
    ACCOUNTS
  • Average Account Value
    $823,740
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, LA, OR, TX, WA

Financial Advisors at Capital Advisors Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Anthony Farina, financial advisor Yakima WA
Anthony J. Farina
CRD#: 4412237
1104 North 35th Avenue, Yakima, WA 98902

Anthony Farina (CRD# 4412237) is an Investment Advisor Representative working at Capital Advisors Wealth Management in Yakima, WA and has over 20 years of experience in the finance industry.

2
Edward Reinhart, financial advisor Yakima WA
Edward C. Reinhart
CRD#: 2727927
1104 North 35th Avenue, Yakima, WA 98902

Edward Reinhart (CRD# 2727927) is an Investment Advisor Representative working at Capital Advisors Wealth Management in Yakima, WA and has over 28 years of experience in the finance industry.

3
Robert Vickers, financial advisor Yakima WA
Robert A. Vickers
CRD#: 2603508
1104 North 35th Avenue, Yakima, WA 98902

Robert Vickers (CRD# 2603508) is an Investment Advisor Representative working at Capital Advisors Wealth Management in Yakima, WA and has over 29 years of experience in the finance industry.

4
Elliot Ries, financial advisor Yakima WA
Elliot L. Ries
CRD#: 7084825
1104 North 35th Avenue, Yakima, WA 98902

Elliot Ries (CRD# 7084825) is an Investment Advisor Representative working at Capital Advisors Wealth Management in Yakima, WA and has 2 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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