A complete list of active advisors currently associated with Capital Advisors Wealth Management, LLC

Warmer can help you find a great advisor at Capital Advisors Wealth Management, LLC or one who fits your needs even better.

Capital Advisors Wealth Management serves individual and high-net-worth clients as well as pension/profit-sharing plans and business entities, providing ongoing discretionary portfolio management and standalone financial planning. The firm prepares an individualized Investment Policy Statement for each client and implements portfolios across traditional securities and pooled vehicles. CAWM uses a mix of charting, fundamental, technical and cyclical analysis to guide portfolio construction and may employ both long- and short-term trading techniques, including short sales, margin transactions, and options strategies, with discretionary authority to execute trades. The brochure notes these strategies carry material risk and that accounts are monitored and reviewed on an ongoing basis tied to clients’ circumstances and market conditions. Compared with many peers, CAWM is a small, two-advisor firm managing a modest asset base across a limited number of client relationships, and it requires clients to use the firm’s recommended custodians rather than permitting client-directed brokerage. The firm does not participate in wrap fee programs, does not accept performance‑based fees, and discloses standard custody via fee deduction while offering block trading to aggregate transactions.

To learn more about the advisors currently working at Capital Advisors Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.