{
  "crd_number": 109604,
  "slug": "sacajawea-and-company-llc-109604",
  "primary_business_name": "SACAJAWEA & COMPANY, LLC",
  "legal_name": "SACAJAWEA & COMPANY, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1998-01-09",
  "years_registered": 28,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 116086886.0,
  "raum_discretionary": 116086886.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 14971068.0,
      "count": 1
    },
    "individuals": {
      "raum": 7418167.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 48336213.0,
      "count": 13
    },
    "pooled_investment_vehicles": {
      "raum": 45361438.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109604",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/sacajawea-and-company-llc-109604",
  "display_name": "Sacajawea & Company, LLC",
  "summary": "Sacajawea & Company, LLC is an SEC-registered investment advisory firm, registered since 1998, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Sacajawea & Company, LLC (CRD 109604): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Sacajawea & Company, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sacajawea & Company, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Sacajawea & Company, LLC registered with the SEC or a state?",
      "a": "Sacajawea & Company, LLC is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 109604."
    },
    {
      "q": "How much does Sacajawea & Company, LLC manage?",
      "a": "Sacajawea & Company, LLC reports $116,086,886 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sacajawea & Company, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sacajawea & Company, LLC: Regulatory assets under management: $124,320,861 in the October 2021 data and $116,086,886 in the October 2026 data, down 7%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sacajawea & Company, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (5); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Which custodians does Sacajawea & Company, LLC use?",
      "a": "Sacajawea & Company, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Sacajawea & Company, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109604"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 124320861.0,
      "total_employees": 1,
      "filing_date": "2021-06-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 126437396.0,
      "total_employees": 1,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 106925864.0,
      "total_employees": 1,
      "filing_date": "2023-05-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 119456217.0,
      "total_employees": 1,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 126171571.0,
      "total_employees": 1,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 116086886.0,
      "total_employees": 1,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/sacajawea-and-company-llc-109604.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 7418167.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 13,
      "fewer_than_5": false,
      "raum": 48336213.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 45361438.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 14971068.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109604",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}