HELM CAPITAL MANAGEMENT
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 123174
- Registered since
- March 9, 2015
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.22%
- Individuals0.78%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Helm Capital Management is a privately owned LLC that has been SEC-registered since 2015. The firm serves individual and family clients (and small-business portfolios) with a fee model that includes percentage-of-AUM billing and fixed fees. Its advisory work centers on discretionary portfolio management and the selection or oversight of third‑party managers, and it describes itself as a capital allocator. Helm does not identify as an active ESG investor and does not appear to operate as a multi‑state adviser.
Assets & Accounts
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
- US Government Bonds45%
- Exchange Traded Equities27%
- Public Funds/Mutual Funds21%
- State & Local Bonds6%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1EDWARD MALAKOFF
Principal And Chief Compliance OfficerCRD 4598312
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SEATTLE, WA
KING
Location
SEATTLE, WA
Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 1904 3rd Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
LAKESIDE ADVISORS INC
RIASEATTLE, WA
RAINIER CAPITAL PARTNERS LP
RIASEATTLE, WA
BEAR MOUNTAIN CAPITAL INC.
RIASEATTLE, WA
WESTWARD PARTNERS LLC
RIASEATTLE, WA
KUNATH KARREN RINNE & ATKIN LLC
RIASEATTLE, WA
WESTRIVER MANAGEMENT, LLC
RIASEATTLE, WA