Fee-only adviser · Bainbridge Island, WA
Agate Pass Investment, LLC
Agate Pass Investment, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bainbridge Island, Washington. On its latest Form ADV, filed March 3, 2026, it reports $336M in regulatory assets under management, 124 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 155049 · SEC file 801-115003 |
| Office | 400 Winslow Way East Suite 220 Bainbridge Island, WA 98110 |
| Phone | (206) 842-5770 |
| Website | www.agatepassinvestment.com |
| Regulatory assets under management | $336M |
| Individual clients | 34 non-high-net-worth, 90 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bainbridge Island
- Brackenwood Capital Management, LLC $127M
- Bedfield Asset Management, LLC $16M
- Gallagher Capital Corp. $42M
See all 4 fee-only advisers in Bainbridge Island →
Nearby
- Poulsbo 2 firms
- Silverdale 4 firms
- Seattle 73 firms
- Port Orchard 2 firms
- Edmonds 4 firms
- Lake Forest Park 1 firm
- Shoreline 1 firm
- Kenmore 1 firm
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