Clients
2,987 households
| Household | Status | Clients | Accounts | Advisor | Client Added |
|---|---|---|---|---|---|
| 2nd Harvest | — | 1 | 0 | — | Mar 26, 2025 |
| 3 Rivers Potato | — | 1 | 0 | — | Mar 26, 2025 |
| 3 Rivers Potato Services | CAP 401(k) | 1 | 0 | — | Mar 26, 2025 |
| 3MD, Redmond | — | 1 | 0 | — | Mar 26, 2025 |
| 509 Inc | X Client | 1 | 0 | — | Mar 26, 2025 |
| 5435 n 59th Ave | — | 1 | 0 | — | Mar 26, 2025 |
| 8Point Consultants | — | 1 | 0 | — | Mar 26, 2025 |
| 9 mile falls sd | — | 1 | 0 | — | Mar 26, 2025 |
| 9Mile Falls School District | — | 1 | 0 | — | Mar 26, 2025 |
| A & B Mortgage, Inc. | — | 1 | 0 | — | Mar 26, 2025 |
| A-L Compressed Gases | — | 1 | 0 | — | Mar 26, 2025 |
| A.J. and Deilyn Hovan | CAP Client | 2 | 8 | — | Dec 11, 2024 |
| Aaron and Anastasia Allison | CAP Client | 2 | 6 | — | Dec 11, 2024 |
| Aaron and Krista Farr | CAP Client | 2 | 5 | — | Dec 11, 2024 |
| Aaron and Sarai WInger | Contact | 2 | 0 | — | Mar 26, 2025 |
| Aaron Carruth | CAP Client | 2 | 2 | Alex Foust | Dec 11, 2024 |
| Abelardo and Kaylee Arizmendi | Contact | 4 | 0 | Alex Foust | Jan 22, 2026 |
| Abelardo and Kaylee Arizmendi | Contact | 4 | 0 | Alex Foust | Jan 22, 2026 |
| Abimbolu Makinde and Jennifer Makinde | CAP Client | 5 | 11 | — | Dec 11, 2024 |
| Accomplice Restaurant | — | 1 | 0 | — | Apr 10, 2025 |
| Ace Medicare Supplements | — | 1 | 0 | — | Mar 26, 2025 |
| Adam and Meredith Richards | — | 1 | 0 | — | Mar 26, 2025 |
| Adam and Savannah Heck | Spouse of Client | 2 | 3 | — | Dec 11, 2024 |
| Adam Brown | CAP Client | 1 | 1 | — | Dec 11, 2024 |
| Adam Gilbrech | X Client | 2 | 0 | — | Mar 26, 2025 |
| Adams, Randy | Contact | 1 | 0 | — | Mar 26, 2025 |
| Adaptive Biotech | — | 1 | 0 | — | Mar 26, 2025 |
| Adeline H Russell | CAP Client | 1 | 1 | Jeremy Russell | Oct 3, 2025 |
| ADP | Health Insurance Only | 1 | 0 | — | Mar 26, 2025 |
| Adrian Lee and Karen La | Spouse | 2 | 0 | — | Mar 26, 2025 |
| Aduro | — | 1 | 0 | — | Mar 26, 2025 |
| Advanced ENT and Allergy | — | 1 | 0 | — | Mar 26, 2025 |
| Advantage PT | — | 1 | 0 | — | Mar 26, 2025 |
| AECOM | — | 1 | 0 | — | Mar 26, 2025 |
| Aetna | Distributor | 1 | 0 | — | Mar 26, 2025 |
| Agency RM | — | 1 | 0 | — | Mar 26, 2025 |
| Agent Core | — | 1 | 0 | — | Mar 26, 2025 |
| Aidan Hughes | Insurance Only Client | 1 | 0 | — | Mar 26, 2025 |
| Air Filtration Co. Inc | — | 1 | 0 | — | Mar 26, 2025 |
| AJ Pallett | — | 1 | 0 | — | Mar 26, 2025 |
| Ajay Gopalan | Spouse | 2 | 0 | — | Dec 11, 2024 |
| Alan E Piombo | CAP Client | 1 | 1 | Jeremy Russell | Jun 5, 2025 |
| Alaska Airlines | — | 1 | 0 | — | Mar 26, 2025 |
| Alex Warr | CAP Client | 1 | 2 | — | Dec 11, 2024 |
| Alexa Burns | CAP Client | 1 | 3 | — | Dec 11, 2024 |
| Alicin Harrell | Contact | 1 | 0 | — | Mar 26, 2025 |
| ALK Source Materials, Inc | — | 1 | 0 | — | Mar 26, 2025 |
| All Star Glass | X Client | 1 | 0 | — | Mar 26, 2025 |
| Allee Senior Housing | — | 1 | 0 | — | Mar 26, 2025 |
| Allen and Maureen Kohler | CAP Client | 2 | 5 | — | Dec 11, 2024 |