# Stephen Burroughs

> Stephen 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.

Page: https://find.wellspent.co/advisors/stephen-burroughs/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $14.4M across 87 accounts
- **CRD:** 2406428 (https://adviserinfo.sec.gov/individual/summary/2406428)
- **SEC registration:** Investment adviser representative in AL, GA, TN
- **Exams passed:** Series 63 (1993), Series 65 (2002)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.cawmllc.com/

## Frequently asked questions

### Is Stephen Burroughs a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?

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

### Where is Stephen Burroughs based?

Stephen Burroughs is based in Chattanooga, Tennessee.

### Is Stephen Burroughs registered with the SEC?

Yes. Stephen Burroughs is registered as an investment adviser representative in AL, GA and TN (CRD 2406428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### 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 Stephen Burroughs?

Through Stephen's website, www.cawmllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2406428): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.