{ "path": "/advisors/wa/seattle/for-charities", "url": "https://advisorcensus.com/advisors/wa/seattle/for-charities/page/2", "page_type": "metro_answer", "title": "Financial advisors for charitable organizations in Seattle, WA", "filters": {}, "scope_total": 101, "faq": [ { "q": "Which financial advisors in Seattle, WA work with charitable organizations?", "a": "101 investment advisory firms with a principal office in the Seattle metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "q": "How many financial advisory firms are there in Seattle, WA?", "a": "AdvisorCensus lists 449 investment advisory firms with a principal office in the Seattle metro area, from Form ADV filings as of October 2026: 201 SEC-registered, 148 state-registered, and 100 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Seattle, WA?", "a": "149 of the 449 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Seattle, WA offer financial planning?", "a": "205 of the 349 firms in Seattle, WA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Seattle, WA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 149 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "Find financial advisors in Seattle, WA who work with charitable organizations. AdvisorCensus lists 101 investment advisory firms with a principal office in the Seattle metro area that report charitable organizations among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.", "about_market": "Seattle has 449 investment advisory firms with a principal office in the metro area as of October 2026: 201 SEC-registered, 148 state-registered, and 100 exempt reporting advisers. 149 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 114 report under $100 million in regulatory assets under management. The metro area has 1,608,596 households, 403,953 of them with income of $200,000 or more, or 900 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for charitable organizations in Seattle, WA: 101 firms from Form ADV filings as of October 2026.", "total_firms": 101, "page": 2, "total_pages": 3, "sort": "name", "registration_types": { "sec": 79, "state": 22, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 46 }, { "code": "percentage_of_aum", "count": 98 }, { "code": "hourly", "count": 58 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 72 }, { "code": "commissions", "count": 3 }, { "code": "performance_based", "count": 16 }, { "code": "other", "count": 7 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 24 }, { "code": "5_to_9", "count": 29 }, { "code": "10_to_19", "count": 23 }, { "code": "20_plus", "count": 25 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 7 }, { "code": "25m_100m", "count": 11 }, { "code": "100m_500m", "count": 40 }, { "code": "500m_1b", "count": 11 }, { "code": "1b_5b", "count": 17 }, { "code": "over_5b", "count": 14 }, { "code": "not_reported", "count": 1 } ], "firms": [ { "crd_number": 155353, "name": "Kaizen Financial Advisors, LLC", "name_as_filed": "KAIZEN FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kaizen-financial-advisors-llc-kirkland-wa-155353", "city": "Kirkland", "state": "WA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308060, "name": "Kanno Capital", "name_as_filed": "KANNO CAPITAL", "url": "https://advisorcensus.com/firm/kanno-capital-bellevue-wa-308060", "city": "Bellevue", "state": "WA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104531, "name": "Kunath Karren Rinne & Atkin LLC", "name_as_filed": "KUNATH KARREN RINNE & ATKIN LLC", "url": "https://advisorcensus.com/firm/kunath-karren-rinne-and-atkin-llc-seattle-wa-104531", "city": "Seattle", "state": "WA", "years_registered": 43, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107475, "name": "Kutscher Benner Barsness & Stevens, Inc.", "name_as_filed": "KUTSCHER BENNER BARSNESS & STEVENS, INC.", "url": "https://advisorcensus.com/firm/kutscher-benner-barsness-and-stevens-inc-seattle-wa-107475", "city": "Seattle", "state": "WA", "years_registered": 31, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104540, "name": "Lakeside Advisors Inc", "name_as_filed": "LAKESIDE ADVISORS INC", "url": "https://advisorcensus.com/firm/lakeside-advisors-inc-seattle-wa-104540", "city": "Seattle", "state": "WA", "years_registered": 42, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107341, "name": "LNW", "name_as_filed": "LNW", "url": "https://advisorcensus.com/firm/lnw-seattle-wa-107341", "city": "Seattle", "state": "WA", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 116639, "name": "Lucid Advisors, Inc.", "name_as_filed": "LUCID ADVISORS, INC.", "url": "https://advisorcensus.com/firm/lucid-advisors-inc-seattle-wa-116639", "city": "Seattle", "state": "WA", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298927, "name": "Maclachlan Wealth Management", "name_as_filed": "MACLACHLAN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/maclachlan-wealth-management-bellevue-wa-298927", "city": "Bellevue", "state": "WA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172780, "name": "Madison Park Capital Advisors, LLC", "name_as_filed": "MADISON PARK CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/madison-park-capital-advisors-llc-seattle-wa-172780", "city": "Seattle", "state": "WA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 115753, "name": "Madrona Financial & CPAS", "name_as_filed": "MADRONA FINANCIAL & CPAS", "url": "https://advisorcensus.com/firm/madrona-financial-and-cpas-everett-wa-115753", "city": "Everett", "state": "WA", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 317970, "name": "Mainsail Financial Group", "name_as_filed": "MAINSAIL FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/mainsail-financial-group-bellevue-wa-317970", "city": "Bellevue", "state": "WA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145252, "name": "McIlrath & ECK, LLC", "name_as_filed": "MCILRATH & ECK, LLC", "url": "https://advisorcensus.com/firm/mcilrath-and-eck-llc-arlington-wa-145252", "city": "Arlington", "state": "WA", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285853, "name": "Meridian Wealth Management", "name_as_filed": "MERIDIAN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/meridian-wealth-management-gig-harbor-wa-285853", "city": "Gig Harbor", "state": "WA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340142, "name": "Mont AI", "name_as_filed": "MONT AI", "url": "https://advisorcensus.com/firm/mont-ai-seattle-wa-340142", "city": "Seattle", "state": "WA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 117060, "name": "Newground Social Investment", "name_as_filed": "NEWGROUND SOCIAL INVESTMENT", "url": "https://advisorcensus.com/firm/newground-social-investment-seattle-wa-117060", "city": "Seattle", "state": "WA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172639, "name": "Nomad Capital Group, LLC", "name_as_filed": "NOMAD CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/nomad-capital-group-llc-bellevue-wa-172639", "city": "Bellevue", "state": "WA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 308991, "name": "Olde Wealth Management, LLC", "name_as_filed": "OLDE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/olde-wealth-management-llc-redmond-wa-308991", "city": "Redmond", "state": "WA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119120, "name": "Pacific Horizon Investment Management LLC", "name_as_filed": "PACIFIC HORIZON INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/pacific-horizon-investment-management-llc-seattle-wa-119120", "city": "Seattle", "state": "WA", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315663, "name": "Pacific Sage Partners, LLC", "name_as_filed": "PACIFIC SAGE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/pacific-sage-partners-llc-edmonds-wa-315663", "city": "Edmonds", "state": "WA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114310, "name": "Parametric Portfolio Associates", "name_as_filed": "PARAMETRIC PORTFOLIO ASSOCIATES", "url": "https://advisorcensus.com/firm/parametric-portfolio-associates-seattle-wa-114310", "city": "Seattle", "state": "WA", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299217, "name": "Pathmont Investment Management", "name_as_filed": "PATHMONT INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/pathmont-investment-management-seattle-wa-299217", "city": "Seattle", "state": "WA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297284, "name": "Paul R. Ried Financial Group, LLC", "name_as_filed": "PAUL R. RIED FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/paul-r-ried-financial-group-llc-bellevue-wa-297284", "city": "Bellevue", "state": "WA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 136480, "name": "Petrie Capital Management LLC.", "name_as_filed": "PETRIE CAPITAL MANAGEMENT LLC.", "url": "https://advisorcensus.com/firm/petrie-capital-management-llc-seattle-wa-136480", "city": "Seattle", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 170043, "name": "Private Advisory", "name_as_filed": "PRIVATE ADVISORY", "url": "https://advisorcensus.com/firm/private-advisory-redmond-wa-170043", "city": "Redmond", "state": "WA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 289966, "name": "Prospero Wealth, LLC", "name_as_filed": "PROSPERO WEALTH, LLC", "url": "https://advisorcensus.com/firm/prospero-wealth-llc-seattle-wa-289966", "city": "Seattle", "state": "WA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111765, "name": "Pugh Capital Management, Inc.", "name_as_filed": "PUGH CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/pugh-capital-management-inc-seattle-wa-111765", "city": "Seattle", "state": "WA", "years_registered": 35, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 143417, "name": "Robinswood Financial", "name_as_filed": "ROBINSWOOD FINANCIAL", "url": "https://advisorcensus.com/firm/robinswood-financial-kirkland-wa-143417", "city": "Kirkland", "state": "WA", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106383, "name": "Runde & Co. LLC", "name_as_filed": "RUNDE & CO. LLC", "url": "https://advisorcensus.com/firm/runde-and-co-llc-seattle-wa-106383", "city": "Seattle", "state": "WA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329, "name": "Russell Investments", "name_as_filed": "RUSSELL INVESTMENTS", "url": "https://advisorcensus.com/firm/russell-investments-seattle-wa-329", "city": "Seattle", "state": "WA", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions", "performance_based", "other" ], "enhanced": false }, { "crd_number": 37550, "name": "Russell Investments", "name_as_filed": "RUSSELL INVESTMENTS", "url": "https://advisorcensus.com/firm/russell-investments-seattle-wa-37550", "city": "Seattle", "state": "WA", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 301328, "name": "Sage Advisors, LLC", "name_as_filed": "SAGE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sage-advisors-llc-edmonds-wa-301328", "city": "Edmonds", "state": "WA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310849, "name": "SCS", "name_as_filed": "SCS", "url": "https://advisorcensus.com/firm/scs-bellevue-wa-310849", "city": "Bellevue", "state": "WA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285877, "name": "Seattle Wealth Management LLC", "name_as_filed": "SEATTLE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/seattle-wealth-management-llc-seattle-wa-285877", "city": "Seattle", "state": "WA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131342, "name": "Smart Portfolios, LLC", "name_as_filed": "SMART PORTFOLIOS, LLC", "url": "https://advisorcensus.com/firm/smart-portfolios-llc-lake-forest-park-wa-131342", "city": "Lake Forest Park", "state": "WA", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111277, "name": "Sonata Capital Group Inc", "name_as_filed": "SONATA CAPITAL GROUP INC", "url": "https://advisorcensus.com/firm/sonata-capital-group-inc-seattle-wa-111277", "city": "Seattle", "state": "WA", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141440, "name": "Sound Investment Strategies, Inc.", "name_as_filed": "SOUND INVESTMENT STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/sound-investment-strategies-inc-bothell-wa-141440", "city": "Bothell", "state": "WA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306332, "name": "Sound Legacy Wealth Advisors, LLC", "name_as_filed": "SOUND LEGACY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sound-legacy-wealth-advisors-llc-bellevue-wa-306332", "city": "Bellevue", "state": "WA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113902, "name": "Stock Management LLC", "name_as_filed": "STOCK MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/stock-management-llc-puyallup-wa-113902", "city": "Puyallup", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167653, "name": "TFS Advisors, LLC", "name_as_filed": "TFS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/tfs-advisors-llc-edmonds-wa-167653", "city": "Edmonds", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129190, "name": "Thome Financial", "name_as_filed": "THOME FINANCIAL", "url": "https://advisorcensus.com/firm/thome-financial-bellevue-wa-129190", "city": "Bellevue", "state": "WA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 108917, "name": "Threadline Wealth", "name_as_filed": "THREADLINE WEALTH", "url": "https://advisorcensus.com/firm/threadline-wealth-bellevue-wa-108917", "city": "Bellevue", "state": "WA", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118273, "name": "Truenorth Wealth Advisors", "name_as_filed": "TRUENORTH WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/truenorth-wealth-advisors-seattle-wa-118273", "city": "Seattle", "state": "WA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316079, "name": "Truewealth Financial Partners", "name_as_filed": "TRUEWEALTH FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/truewealth-financial-partners-bellevue-wa-316079", "city": "Bellevue", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329785, "name": "Truvista Advisors LLC", "name_as_filed": "TRUVISTA ADVISORS LLC", "url": "https://advisorcensus.com/firm/truvista-advisors-llc-redmond-wa-329785", "city": "Redmond", "state": "WA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 301548, "name": "Tschetter Group", "name_as_filed": "TSCHETTER GROUP", "url": "https://advisorcensus.com/firm/tschetter-group-bellevue-wa-301548", "city": "Bellevue", "state": "WA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298206, "name": "Two Firs Financial", "name_as_filed": "TWO FIRS FINANCIAL", "url": "https://advisorcensus.com/firm/two-firs-financial-seattle-wa-298206", "city": "Seattle", "state": "WA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105253, "name": "Washington Capital Management Inc", "name_as_filed": "WASHINGTON CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/washington-capital-management-inc-seattle-wa-105253", "city": "Seattle", "state": "WA", "years_registered": 48, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 306208, "name": "Wayfinding Financial, LLC", "name_as_filed": "WAYFINDING FINANCIAL, LLC", 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