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The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 24 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Capital Advisors Wealth Management use?","answer":"Capital Advisors Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $928M and John Hancock Distributors LLC (Boston, MA), with $150M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Capital Advisors Wealth Management have?","answer":"Capital Advisors Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Capital Advisors Wealth Management invest in?","answer":"At the end of its last fiscal year, Capital Advisors Wealth Management’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 3% cash and equivalents, 2% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Capital Advisors Wealth Management?","answer":"Capital Advisors Wealth Management’s direct owners are Anthony Farina (50% to 75%) and Edward Reinhart (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Capital Advisors Wealth Management get paid?","answer":"Capital Advisors Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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