Capital Advisers, Inc.
- Regulatory AUM
- $620M
- Discretionary
- $620M
- Clients
- 723
- Avg AUM / client
- $858K
- Accounts
- 1,505
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jan 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 550 | $370M | 59.7% |
| High net worth individuals | 60 | $100M | 16.1% |
| Pension and profit sharing plans | 85 | $65.0M | 10.5% |
| Charitable organizations | 22 | $55.0M | 8.87% |
| Corporations and other businesses | 6 | $30.0M | 4.84% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| J. Davis Architects, Pc 401(k) Profit Sharing Plan J. Davis Architects, Pc | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryant, Richard, King | Indirect Owner | Jan 1997 (30y) | 50% – 75% | |
| Rollinson, William, J. | Principal And Executive Vice President | Dec 2020 (6y) | Less than 5% | |
| Steven Blair Wilson | Owner, President, Chief Investment Officer, Chief Compliance Officer | CFA | Jan 2022 (5y) | 50% – 75% |
| Matthew Bockhorst | Registered representative | Nov 2023 (3y) | ||
| Daniel Mark Gaugert | Registered representative | Chartered Financial Consultant | Aug 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| J. Davis Architects, Pc 401(k) Profit Sharing Plan | J. Davis Architects, Pc | 57 | $11.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/28/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $235M (38% of AUM) Jan 2026
- E*TRADE (Morgan Stanley) $30.0M (5% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 28, 2026.
View current Form ADV (SEC/IAPD) ↗