Robert Vickers
Capital Advisors Wealth Management · Yakima, Washington
Robert Vickers is a fee-only financial advisor at Capital Advisors Wealth Management in Yakima, Washington, who holds the ChFC credential. Capital Advisors Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Retirees
Facts
| Firm | Capital Advisors Wealth Management |
|---|---|
| Based in | Yakima, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.11B across 1,051 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TX, WA · CRD 2603508 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.capitaladvisorswm.com |
How Robert'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).
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Questions about Robert
Is Robert Vickers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Capital Advisors Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Vickers based?
Robert Vickers is based in Yakima, Washington.
What credentials does Robert Vickers hold?
Robert Vickers holds the ChFC credential.
Is Robert Vickers registered with the SEC?
Yes. Robert Vickers is registered as an investment adviser representative in TX and WA (CRD 2603508), 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 Robert Vickers?
Through Robert's website, www.capitaladvisorswm.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
- Capital Advisors Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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