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SATURNA CAPITAL CORPORATION
CRD 25586File 801-35428
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.62B
Top 10% of cohort (national)
Discretionary AUM
$8.62B
Clients
91
128 accounts
Employees
83
Top 10% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 30, 1989
- Principal office
- 1300 N STATE ST., BELLINGHAM, WA, 98225-4730
- Phone
- 360-734-9900
- Website
- HTTPS://WWW.SATURNA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.62B
- Discretionary AUM
- $8.62B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 128
- Non-discretionary accounts
- 0
- Total accounts
- 128
- AUM per client
- $94.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $17.1M |
| Investment companies | 2 | $8.27B |
| Charitable organizations | 8 | $41.0M |
| High net worth individuals | 50 | $183.5M |
| Pooled investment vehicles | 3 | $94.9M |
| Individuals (other than high net worth individuals) | 20 | $15.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.