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, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm is SEC-registered (initial registration in 2019) and charges fees based on a percentage of assets under management. Its client base is concentrated among individual and family relationships rather than institutional or pension clients. Filings indicate the firm does not identify as a multi-state adviser, does not position itself as a capital allocator, and does not emphasize ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$128M in ETFs
89%
$113M
10%
$14.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $15.4M | 21,907 | 11.99% |
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
Similar firms
Hidden Cove Wealth Management
RIABainbridge, WA
Brackenwood Capital Management, LLC
RIABainbridge, WA
Comprehensive Wealth Management
RIALynnwood, WA
Highbury Pacific Capital Corp.
RIABellevue, WA
Bbjs Financial Advisors, LLC
RIASeattle, WA
Rainier Family Wealth, Inc.
RIATacoma, WA