Brian Robert Drumhiller
CFP®Professional Summary
Brian Robert Drumhiller, CFP® is a registered financial advisor currently at CAPITAL ADVISORS WEALTH MANAGEMENT located in Yakima, Washington. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Brian has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Comprehensive Financial Planning
- Employee and Employer Plan Benefits
- Estate Planning
- Investment Planning
- Retirement Planning
- Retirement Income Management
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
13 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CAPITAL ADVISORS WEALTH MANAGEMENT | CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
Contact Information
Main Address
1104 North 35th Avenue, Yakima, WA 98902Phone Number
(509) 469-5030# of Employees
10SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,051AUM (Assets Under Management)
$1,112,135,839Similar Advisors
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NET WORTH ADVISORY GROUP, LLC
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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MEASURED RISK PORTFOLIOS
NET WORTH ADVISORY GROUP, LLC
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Primary Firm SEC Registration
CAPITAL ADVISORS WEALTH MANAGEMENT | CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(8/15/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Brian Robert Drumhiller's CRS (Customer Relationship Summary).
Services Offered by Brian
- Comprehensive Financial Planning
- Employee and Employer Plan Benefits
- Estate Planning
- Investment Planning
- Retirement Planning
- Retirement Income Management
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NET WORTH ADVISORY GROUP, LLC
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