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SATURNA CAPITAL CORPORATION
CRD 25586 · SEC 801-35428
1300 N STATE ST., BELLINGHAM, WA, 98225-4730, United States
Phone
360-734-9900
Fax
360-734-0755
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.62B
Discretionary AUM
$8.62B
Team
83 total employees; 13 advisory reps; 1010 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $15.9M |
| High net worth individuals | 50 | $183.5M |
| Investment companies | 2 | $8.27B |
| Pooled investment vehicles | 3 | $94.9M |
| Charitable organizations | 8 | $41.0M |
| Corporations/business entities | 8 | $17.1M |
States served
AL, AZ, CA, CO, DE, DC, GA, IL, IN, KY, LA, MD, MA, MI, MS, NV, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WA, TX, HI, FL
All web addresses on file
- HTTPS://WWW.SATURNA.COM
- HTTPS://WWW.FACEBOOK.COM/SATURNACAPITAL/
- https://www.instagram.com/saturnacapital/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/SATURNA-CAPITAL-CORPORATION/
- https://twitter.com/SaturnaCapital
- HTTPS://WWW.FACEBOOK.COM/AMANAFUNDS/
- HTTPS://WWW.YOUTUBE.COM/USER/SATURNACAPITAL
- https://saturnainvestmenttools.com/amana-fund-selector/
- HTTPS://WWW.YOUTUBE.COM/USER/AMANAMUTUALFUNDS
Official SEC filing: View on IAPD