CRD: 157460
Capital Advisors Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-13-2011
- Office Locations
- 1
Office Locations
About Capital Advisors Wealth Management, LLC
Capital Advisors Wealth Management, LLC is a Chattanooga-based RIA. The firm has been operating for 15 years. Managing $14.4M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers and Trade-PMR. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEPHEN MITCHELL BURROUGHS
Senior Vice President, Wealth Management Advisor
- CRD
- #2406428
- Ownership
- 75% or more
LYDIA DEBORAH BURROUGHS
Chief Compliance Officer, Senior Vice President, Wealth Management Advisor
- CRD
- #4681177
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,364,572 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,364,572 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $14,364,572
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,353,043,056 | 29.6% |
| Equity - Exchange | $1,257,050,136 | 27.5% |
| Cash | $1,960,998,212 | 42.9% |
| Total | $4,571,091,404 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM HORIZON | PATHWAY PRIME | 9NLWQS7C7 | DRW | 6.36% | $78,862,322 |
| MATRIX RADIAL RADIAL | RADIAL ALPHA | UWCYOOFAF | JEM | 9.83% | $119,610,907 |
| MATRIX QUANTUM NORTH | SUMMIT CREST | BM7SHFVV6 | TRU | 8.33% | $72,293,336 |
| BRIDGE GLACIER SIGNAL | ALPHA FOUNDATION | CLL0BMOLI | CMEP | 9.64% | $43,649,059 |
| OPTIMA ELEMENT CAPITAL | DELTA CATALYST | MGIPJP53T | KNVWL | 7.52% | $53,763,866 |
| ATLAS BRIDGE VALUE | MATRIX ALPHA | G78VYBV2T | ZWU | 12.19% | $11,028,382 |
| PEAK OAK BEACON | BRIDGE BEACON | 7U3349M0F | OBO | 10.44% | $113,058,046 |
| FRONTIER CATALYST CREST | QUANTUM BEACON | 33E07B4TC | RIZV | 4.65% | $118,881,007 |