Agate Pass Investment, LLC
Firm details
- Headquarters
- Bainbridge, Washington
- CRD number
- 155049
- Registered since
- April 15, 2019
- Website
- agatepassinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.47%
- Individuals5.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Agate Pass Investment, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2019. The firm serves individual and family clients (and small-business accounts) on a fee‑for‑assets basis, providing financial planning and portfolio management. Ownership is listed as individual, and the adviser does not position itself as a capital allocator, pension consultant, or multi‑state adviser. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds21%
- Investment Grade Corp Bonds6%
- State & Local Bonds5%
- Cash & Cash Equivalents4%
Contacts
3 of 4
Willard Bollenbach
Portfolio ManagerCRD 6355963
Daniel Rutter
PartnerCRD 4661088
Bradley Van Aken
PartnerCRD 2771974
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$121M in ETFs
90%
$109M
8%
$11.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $13.1M | 19,071 | 10.84% |
Location
Bainbridge, WA
Kitsap
Location
Bainbridge, WA
Headquartered in Bainbridge, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Kitsap
- Address
- 400 Winslow Way E
- Time zone
- PT (UTC-8)
- Office locations
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