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Connor I. Russell

CAPITAL ADVISORS WEALTH MANAGEMENT
Yakima, WA 98902
Some features on this profile are disabled
CRD#: 8027209
CR

Professional summary

Connor Ian Russell is a registered financial advisor currently at CAPITAL ADVISORS WEALTH MANAGEMENT located in Yakima, Washington.

Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Connor has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connor Ian Russell's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 6, 2025 - Present

CAPITAL ADVISORS WEALTH MANAGEMENT

Office #1: 1104 North 35th Avenue, Yakima, WA 98902
RIA
CRD#: 309387
Yakima, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CAPITAL ADVISORS WEALTH MANAGEMENT
CAPITAL ADVISORS WEALTH MANAGEMENT | CAPITAL ADVISORS WEALTH MANAGEMENT, LLC

CRD#: 309387 / SEC#: 801-118930

RIA
Registered Investment Advisory firm - (6/15/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(1/6/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/7/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/10/2024
Securities Industry Essentials Examination

Current Firm

CA
CAPITAL ADVISORS WEALTH MANAGEMENT
CAPITAL ADVISORS WEALTH MANAGEMENT | CAPITAL ADVISORS WEALTH MANAGEMENT, LLC

CRD#: 309387 / SEC#: 801-118930

RIA
Registered Investment Advisory firm - (6/15/2020 Approved)
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Contact information

Main Address
1104 North 35th Avenue, Yakima, WA 98902
Mailing Address
Phone number
(509) 469-5030
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (9/9/2025)

Regulatory assets under management

Total Number of Accounts2,574
AUM (Assets Under Management)$ 908,341,515

Red Flags

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.

Company Information

CAPITAL ADVISORS WEALTH MANAGEMENT

CRD#: 309387Yakima, WA 98902

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