Chad Austin
Advisor at Capital Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Wealth, LLC
Location
Lehi, UT 84043
Credentials
Series 63, Series 66
Industry experience
2 years
About
Chad Austin is a financial advisor at Capital Wealth, LLC in Lehi, UT, with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Wells Fargo Bank NA. Outside of advising, he spends a significant portion of his time on fixed insurance sales through CWA Insurance Services, LLC. Capital Wealth serves individual and high-net-worth clients through a four-advisor team managing approximately $57.5 million across 248 client relationships. The firm provides portfolio management by recommending or selecting third-party money managers, comprehensive financial planning, and educational workshops, tailoring advice to client goals and maintaining discretionary authority over manager selection and monitoring.
Client services
Based on Capital Wealth, LLC
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Capital Wealth, LLC
Life insurance needs analysis
General retirement planning
Retirement income strategy
Fee options
Financial planning fixed fees between $5,000 and $50,000; Estate planning flat fees $249-$2,499
$250,000+: 1.5% annually $0+: 0.75% annually (via The Pacific Financial Group program)
$250 per hour for consulting services
Account minimum: $250,000 Fee-only: Fixed fees for financial planning ranging from $5,000 to $50,000; Estate planning flat fees $249-$2,499; Hourly consulting rate $250/hour
Location
1850 W. Ashton Blvd Suite 175
Lehi, UT 84043
Most active in
Chad A has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
Capital Wealth Advisors, LLC
2025 - Present (1 year)
FIDELITY INVESTMENTS
2022 - 2025 (3 years)
Wells FArgo Bank NA
2022 - 2022 (1 year)
Ibex Construction LLC
2020 - 2021 (1 year)
Darden Restaurants
2020 - 2020 (1 year)
Ibex Construction LLC
2019 - 2020 (1 year)
The Church of Jesus Christ of Latter-day Saints
2017 - 2019 (2 years)
Lehi City, Center Court
2015 - 2017 (2 years)
Lehi High School
2014 - 2017 (3 years)
Full Time High School Education
2012 - 2017 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Riley H
CFP®, Series 65
Lehi, UT
Tech Wealth, LLC
Joseph T
Series 63
Draper, UT
Affiliated Investment Advisors, Inc.
Trevor P
Series 63, Series 65
Draper, UT
Phibbs Financial
Eugene D
Series 65
Lehi, UT
Premier Choice Wealth Advisors, LLC
Carson S
Series 65
Lehi, UT
C.S Wealth LLC
Todd N
CFA®
Riverton, UT
Niemann Investments LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")