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Item 1: Cover Waveform ADV Part 2A Investment Adviser Brochure August 2022 This Brochure provides information about the qualifications and business practices of Capital Advisers, Inc. (we, us, our).

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How to fill out form adv part 2a

01

Gather all necessary information such as firm name, contact information, business activities, and regulatory assets under management.

02

Fill out the cover page of Form ADV Part 2A which includes identifying information about the firm such as its CRD number, form filing date, and fiscal year-end.

03

Complete the relevant sections of Form ADV Part 2A detailing information about the firm's ownership, control persons, and affiliations.

04

Provide information about the firm's disciplinary history, conflicts of interest, and other business practices in the required sections of Form ADV Part 2A.

05

Review the completed Form ADV Part 2A for accuracy and completeness before submitting it to the appropriate regulatory authority.

Who needs form adv part 2a?

01

Investment advisors registered with the Securities and Exchange Commission (SEC) are required to fill out Form ADV Part 2A.

02

State-registered investment advisors may also need to complete Form ADV Part 2A depending on their state's regulations.

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What is form adv part 2a?

Form ADV Part 2A is a document that registered investment advisers are required to file with the Securities and Exchange Commission (SEC) or state securities regulators.

Who is required to file form adv part 2a?

Registered investment advisers are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

You can fill out Form ADV Part 2A by following the instructions provided by the SEC or state securities regulators.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients and prospective clients with important information about an investment adviser's business practices, conflicts of interest, fees, and services.

What information must be reported on form adv part 2a?

Form ADV Part 2A must include information about the investment adviser's business practices, conflicts of interest, fees, services, and disciplinary history.

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