Stephen Burroughs
Capital Advisors Wealth Management · Chattanooga, Tennessee
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.
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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 2406428 |
| Exams passed | Series 63 (1993) · Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.cawmllc.com |
How Stephen'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 Stephen
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.
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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