Connor Ian Russell
Investment adviser representative at Capital Advisors Wealth Management
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
6 yearsFirm in business
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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 ManagementApr 2024 to now
- Cwu College of BusinessAug 2023 to Apr 2024
- Walmart SupercenterJun 2021 to Sep 2021
- Walmart SupercenterJun 2020 to Sep 2020
- EducationJan 2015 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 8027209
- Firm CRD
- 309387