Lydia Burroughs
Capital Advisors Wealth Management · Chattanooga, Tennessee
Lydia Burroughs is a fee-only financial advisor at Capital Advisors Wealth Management in Chattanooga, Tennessee. Capital Advisors Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Capital Advisors Wealth Management |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.4M across 87 accounts |
| SEC registration | Investment adviser representative in AL, GA, TN · CRD 4681177 |
| Exams passed | Series 65 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cawmllc.com |
How Lydia's firm compares
- Capital Advisors Wealth Management's average account is about $165,000, from its Form ADV (assets managed divided by 87 accounts).
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Questions about Lydia
Is Lydia Burroughs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lydia 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 Lydia charge for financial advice?
Lydia's firm, Capital Advisors Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lydia Burroughs based?
Lydia Burroughs is based in Chattanooga, Tennessee.
Is Lydia Burroughs registered with the SEC?
Yes. Lydia Burroughs is registered as an investment adviser representative in AL, GA and TN (CRD 4681177), 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 $14.4M across 87 accounts in assets under management.
How do I contact Lydia Burroughs?
Through Lydia's website, www.cawmllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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