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Brian Robert Drumhiller

Advisor at Capital Advisors Wealth Management — Yakima, WA

Updated today

Credentials

CFP®, Series 66

Experience

13 years

Location

Yakima, WA 98902

Capital Advisors Wealth Management logo

Capital Advisors Wealth Management

Team

Total advisors

6

Clients per advisor

166 Very High

Avg AUM per client

$920,816 Typical

HNW client ratio

29% Typical

About

Brian Drumhiller is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Capital Advisors Wealth Management and previously worked at UBS Financial Services for nearly a decade. Capital Advisors Wealth Management serves individuals, high-net-worth clients, trusts, pension plans, and other organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-disciplinary investment approach incorporating quantitative, fundamental, and technical analysis, with services that include discretionary management and consultative planning.

Client services

Based on Capital Advisors Wealth Management

Financial planning Portfolio management Pension consulting Consulting

Expertise

Based on Capital Advisors Wealth Management

Private / alternative investments Options & derivatives strategies Passive / index investing Retirement plans for business owners (SEP, solo 401k) General tax planning

Occupation focus

Based on Capital Advisors Wealth Management

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning up to $5,000; flat fees for retirement plan consulting up to $25,000; may agree to flat dollar amount fee for portfolio management not to exceed 1.25% of AUM

Project-based

Up to $250 per hour for financial planning and consulting services

Other

Fee-only: Financial Planning hourly fee up to $250 per hour; flat fees up to $5,000

Location

Yakima, WA

1104 North 35th Avenue

Yakima WA 98902

Advisors at this office

6

Most active in

Washington

Work history

13 years of industry experience

Capital Advisors Wealth Management

2025 - Present • 1 year

Yakima, WA

UBS Financial Services

2024 - 2025 • 1 year

Seattle, WV

UBS Financial Services

2015 - 2024 • 9 years

Seattle, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Steven P

Series 63, Series 65

Yakima, WA

Alegria Asset Management

Steven Pilger is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with BBM Financial Services, Inc. since 1987 and OSAIC since 1989. He serves on the board of directors for Comprehensive Healthcare in Yakima, WA, and also acts as an independent insurance agent specializing in life, accident, and health insurance. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a technology-driven investment process combining risk assessment, asset allocation, and portfolio optimization.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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Matthew D

CFA®, Series 65

Yakima, WA

Tieton Capital Management

Matthew Dhane is a CFA® charterholder with 22 years of industry experience. He has been with Tieton Capital Management since 2005, where he serves as one of two advisors. The firm manages individual and institutional clients using a fundamentals-based, bottom-up approach focused on small-cap value equities. Tieton Capital Management provides discretionary portfolio management primarily through a concentrated Small Cap Value strategy and serves a diverse client base including high-net-worth households, foundations, endowments, trusts, pension plans, and select government entities.

Active portfolio management Concentrated stock management
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Kevin G

CFP®, Series 66

Yakima, WA

Alegria Asset Management

Kevin Good is a Certified Financial Planner® with 10 years of industry experience, currently serving as a principal at Alegria Asset Management. He has been with OSAIC since 2015 and also works as a substitute instructor in the Business Technology and Accounting program at Perry Technical Institute. Additionally, he serves as a board member at the Yakima Country Club, where he advises on the Green's Committee. Alegria Asset Management provides investment management, financial planning, retirement plan consulting, and insurance products to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $37.6 million across about 44 client relationships and integrates RIA advisory services with broker-dealer registration and insurance agency activities.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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William D

CFA®, Series 65

Yakima, WA

Tieton Capital Management

William Dezellem is a CFA® charterholder with 28 years of industry experience. He has been with Tieton Capital Management since 2005, where he serves as one of two advisors. Tieton Capital Management provides discretionary portfolio management to individual and institutional clients, including high-net-worth households, foundations, endowments, trusts, and pension plans. The firm specializes in a Small Cap Value equity strategy using a fundamentals-based, bottom-up process and also manages style-allocated portfolios with no-load mutual funds and ETFs for select clients.

Active portfolio management Concentrated stock management
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Craig M

Series 63, Series 65

Yakima, WA

Alegria Asset Management

Craig Mendenhall is a financial advisor with Alegria Asset Management in Yakima, WA, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been associated with BBM Financial Services, Inc. and Alegria Asset Management since 1975 and has prior experience with New England Mutual Life Insurance dating back to 1976. Outside of advisory services, he owns and operates BBM Financial Services, which provides third-party administrator services for ERISA retirement plans. Alegria Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by offering investment management, financial planning, retirement plan consulting, and insurance/annuity products. The firm uses the Vision2020 Wealth Management Platform and manages portfolios primarily on a non-discretionary basis, combining RIA advisory services with broker-dealer and insurance agency activities.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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Bennett W

Series 65

Yakima, WA

Surience Private Wealth LLC

Bennett Wood is a financial advisor at Surience Private Wealth LLC with one year of industry experience and holds a Series 65 designation. His work history includes roles at Surience Private Wealth, Suncadia, Central Washington University, SS Steiner, Fred Meyer, and West Valley School District. Surience Private Wealth LLC provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, foundations, and corporate entities. The firm uses proprietary econo-physics based mathematical models combined with qualitative analysis to guide its investment approach, offering a range of wealth management and consulting services.

Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Divorce financial planning
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