CAPITAL ADVISORS WEALTH MANAGEMENT, LLC

CAPITAL ADVISORS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 157460). Regulatory assets under management: $14.4M.

Registration

• CRD: 157460
• Type: Registered investment adviser
• Phone: 423-899-0849
• Latest filing: 2026-04-12
• Regulatory AUM: $14.4M
• Discretionary AUM: $14.4M
• Clients: 2
• Accounts: 87

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157460 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search