About
Access your investment portfolio data through a streamlined and intuitive mobile interface. This application is exclusively for clients of the firm.
What's New in CapAdv
1.96
June 13, 2026
• Login Security Enhancements • Performance Improvements • Bug Fixes
MoreFAQ
What is CapAdv?
CapAdv is a mobile application designed to provide clients with easy access to their investment portfolio data through a simple and elegant interface.
Who can use CapAdv?
Access to CapAdv is restricted to individuals who are existing clients of Capital Advisors Wealth Management. You must be a client to download and use the application.
Is CapAdv free to use?
Yes, CapAdv is available for free download and use. There are no associated costs for clients to access their portfolio information through the app.
What devices does CapAdv support?
CapAdv is available for iOS devices, including iPhone, iPad, and iPod. It is designed for the Apple ecosystem.
How secure is CapAdv?
While specific security protocols are not detailed, financial applications typically employ robust security measures to protect client data. Users should always ensure their device is secure and use strong passwords.
When was CapAdv last updated?
The latest version of CapAdv is 1.95, and it was last updated on May 4, 2026. This indicates a recent focus on maintaining and improving the application.
What is the age rating for CapAdv?
CapAdv has an age rating of 4+, making it suitable for users of all ages. This rating is typically based on content appropriateness.
How can I get help with CapAdv?
If you have any questions regarding CapAdv or your portfolio access, you can contact Capital Advisors Wealth Management directly by calling 866.469.5030.
