Falists
← Back to search

SATURNA CAPITAL CORPORATION

CRD 25586 · SEC 801-35428

Visit website

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

TypeClientsAUM
Individuals20$15.9M
High net worth individuals50$183.5M
Investment companies2$8.27B
Pooled investment vehicles3$94.9M
Charitable organizations8$41.0M
Corporations/business entities8$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

Official SEC filing: View on IAPD