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Advisor

Brian Drumhiller

Capital Advisors Wealth Management · Yakima, Washington

Brian Drumhiller is a fee-only financial advisor at Capital Advisors Wealth Management in Yakima, Washington, who holds the CFP credential. Capital Advisors Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Who they serve

  • Retirees

Facts

FirmCapital Advisors Wealth Management
Based in Yakima, Washington
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Accepting new clientsYes
Assets under management$1.11B across 1,051 accounts
CredentialsCFP
SEC registration Investment adviser representative in WA · CRD 5314228
Exams passedSeries 66 (2013)
Firm size10 employees
Disclosures None reported
Websitewww.capitaladvisorswm.com

How Brian's firm compares

  • Capital Advisors Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,051 accounts).

What fee-only advisors charge in Washington

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Questions about Brian

Is Brian Drumhiller a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Capital Advisors Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Brian charge for financial advice?

Brian's firm, Capital Advisors Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Brian Drumhiller based?

Brian Drumhiller is based in Yakima, Washington.

What credentials does Brian Drumhiller hold?

Brian Drumhiller holds the CFP credential.

Is Brian Drumhiller registered with the SEC?

Yes. Brian Drumhiller is registered as an investment adviser representative in WA (CRD 5314228), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Capital Advisors Wealth Management manage?

Capital Advisors Wealth Management reports $1.11B across 1,051 accounts in assets under management.

How do I contact Brian Drumhiller?

Through Brian's website, www.capitaladvisorswm.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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