CRD: 309387
Capital Advisors Wealth Management
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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-15-2020
- Office Locations
- 1
Office Locations
About Capital Advisors Wealth Management
Capital Advisors Wealth Management is an independent, fee-only RIA providing comprehensive wealth management and investment management for individuals and families, including retirees and entrepreneurs. The firm emphasizes disciplined portfolio construction and proactive risk-vs-reward analytics, using ETFs and mutual funds. Custody is primarily with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANTHONY JOSEPH FARINA
Chief Compliance Officer, Owner
- CRD
- #4412237
- Ownership
- 50% but less than 75%
EDWARD CHARLES REINHART III
Financial Advisor, Managing Member
- CRD
- #2727927
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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BRIAN ROBERT DRUMHILLER
Financial Advisor
- CRD
- #5314228
Elliot Leland Ries
Financial Advisor, General Partner
- CRD
- #7084825
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $927,574,918 | $917,483 |
| Non-Discretionary | $184,560,921 | $4,614,023 |
| Total | $1,112,135,839 | $1,058,169 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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