Wealth Manager
    SEC Registered
    Manages Private Funds

    Saturna Capital Corporation

    Registered investment advisor · Bellingham, Washington · CRD #25586

    Assets Under Management
    $8.6B
    Client Accounts
    128
    Employees
    83
    CRD Number
    25586
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Saturna Capital Corporation

    Saturna Capital is an investment management firm based in Bellingham, Washington, founded in 1989 by Nick Kaiser. The firm manages approximately $8.8 billion in assets and oversees 12 mutual funds, emphasizing disciplined, ethical, and values-based asset management for both individuals and institutions. Saturna is committed to long-term success, guided by core values such as accountability, transparency, and community contribution. The firm offers a range of investment products, including the A

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Saturna Capital Corporation

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    Frequently Asked Questions

    What is Saturna Capital Corporation's AUM?

    Saturna Capital Corporation reports approximately $8.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Saturna Capital Corporation headquartered?

    Saturna Capital Corporation is headquartered in Bellingham, Washington.

    What is Saturna Capital Corporation's CRD number?

    Saturna Capital Corporation's CRD number is 25586. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Saturna Capital Corporation manage?

    Saturna Capital Corporation manages approximately 128 client accounts according to its latest SEC filing.

    Is Saturna Capital Corporation SEC registered?

    Yes, Saturna Capital Corporation is registered with the SEC as an investment adviser with an approved registration status.

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