Fee-OnlyFinder

Tradewinds Capital Management, LLC

Financial planning in Bellingham, WA

SEC registeredNo commissions reported

Call (360) 715-9000Send a messageMap ↗

Public-record details

Address
2211 Rimland Drive, Suite 401, Bellingham, WA 98226
Phone
(360) 715-9000
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number
145934
Registration
SEC registered since 2008-02-06
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$727.3 million
Accounts managed
2,268
Clients reported (Form ADV 5.D)
2,238
Individual / high-net-worth clients
2,028 / 196
Employees
10
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-08-19

SEC registered investment adviser, CRD 145934, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Bellingham

Baring Financial LLC1310 10th St, Suite 101 · Bellingham, WA 98225 · (360) 671-7257 · Financial planningCRD 173761 · % of assets · $210.3 million AUMSEC registeredNo commissions reportedBellingham Capital316 E McLeod Rd, Suite 105 · Bellingham, WA 98226 · (360) 685-4240 · Financial planningCRD 151684 · % of assets, Hourly charges · $149.2 million AUMSEC registeredNo commissions reportedCapstone Ria114 W Magnolia Street, Suite #444 · Bellingham, WA 98225 · (877) 739-6007 · Financial planningCRD 334343 · % of assets · $241.1 million AUMSEC registeredNo commissions reportedFinancial Plan, INC.11 Bellwether Way, Suite 301 · Bellingham, WA 98225 · (360) 714-1234 · Financial planningCRD 116073 · % of assets, Hourly charges · $1.6 billion AUMSEC registeredNo commissions reportedSaturna Capital Corporation1300 N State St. · Bellingham, WA 98225 · (360) 734-9900 · Financial planningCRD 25586 · % of assets, Fixed fees, Performance-based fees · $10.5 billion AUMSEC registeredNo commissions reportedSkyline Advisors, INC.405 32nd Street, Suite 201 · Bellingham, WA 98225 · (360) 671-1621 · Flat / fixed feesCRD 188511 · % of assets, Fixed fees · $386.5 million AUMSEC registeredNo commissions reportedStock Pro2219 Rimland Drive, Suite 301 · Bellingham, WA 98226 · (360) 778-2340 · % of assets managedCRD 285362 · % of assets, Other · $25.9 million AUMState registeredNo commissions reportedStreamline Advisory2219 Rimland Dr Suite 301 · Bellingham, WA 98226 · (360) 207-5200 · Financial planningCRD 335789 · % of assets, Hourly charges · $1.5 million AUMState registeredNo commissions reported

All 13 in Bellingham →