Brian Robert Drumhiller
Investment adviser representative at Capital Advisors Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
Are you Brian Robert Drumhiller? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Capital Advisors Wealth ManagementAug 2025 to now
- UBS Financial Services Inc.Apr 2024 to Jul 2025
- UBS Financial Services Inc.Jul 2015 to Mar 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (WA).
Capital Advisors Wealth Management
Legal name: Capital Advisors Wealth Management, LLC
$1.1BAssets managed
1,051Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5314228
- Firm CRD
- 309387