AGATE PASS INVESTMENT, LLC

Overview

Agate Pass Investment, LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm runs a clearly equity-oriented strategy: its ADV identifies a preference for exchange-traded equities and the firm's 13F reporting and asset mix confirm a large-cap, liquid-equity tilt. Fee arrangements are percentage-of-AUM, and the firm does not describe itself as an ESG-focused manager. Agate Pass appears to allocate capital primarily to publicly traded stocks and ETFs, favoring broad liquid exposure rather than private alternative vehicles or complex institutional mandates. The adviser is SEC-registered since 2019 and classifies as an independent RIA with an individual owner. Its advisory scope is concentrated on personal and family clients rather than pension or institutional consulting, and it does not report operating as a multi-state or related adviser.

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