{
  "crd_number": 25586,
  "slug": "saturna-capital-corporation-bellingham-wa-25586",
  "primary_business_name": "SATURNA CAPITAL CORPORATION",
  "legal_name": "SATURNA CAPITAL CORPORATION",
  "dbas": [],
  "city": "Bellingham",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "13380",
  "metro": {
    "cbsa_code": "13380",
    "common_name": "Bellingham",
    "msa_name": "Bellingham, WA",
    "path": "/advisors/wa/bellingham"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1989-10-30",
  "years_registered": 36,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 10480581588.0,
  "raum_discretionary": 10480581588.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 92,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 53447598.0,
      "count": 8
    },
    "individuals": {
      "raum": 30069358.0,
      "count": 32
    },
    "investment_companies": {
      "raum": 10061256960.0,
      "count": 2
    },
    "high_net_worth_individuals": {
      "raum": 215634637.0,
      "count": 51
    },
    "pooled_investment_vehicles": {
      "raum": 100048735.0,
      "count": 3
    },
    "corporations_other_businesses": {
      "raum": 20124300.0,
      "count": 8
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MS",
    "NC",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/AMANAFUNDS",
    "https://facebook.com/SATURNACAPITAL",
    "https://instagram.com/saturnacapital",
    "https://linkedin.com/COMPANY/SATURNA-CAPITAL-CORPORATION",
    "https://saturna.com",
    "https://saturnainvestmenttools.com/amana-fund-selector",
    "https://twitter.com/SaturnaCapital",
    "https://youtube.com/USER/AMANAMUTUALFUNDS",
    "https://youtube.com/USER/SATURNACAPITAL"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/25586",
  "city_as_filed": "BELLINGHAM",
  "url": "https://advisorcensus.com/firm/saturna-capital-corporation-bellingham-wa-25586",
  "display_name": "Saturna Capital Corporation",
  "summary": "Saturna Capital Corporation is an SEC-registered investment advisory firm in Bellingham, WA, registered since 1989, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.",
  "citation": "AdvisorCensus. Saturna Capital Corporation (CRD 25586): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Saturna Capital Corporation compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Saturna Capital Corporation reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Saturna Capital Corporation located?",
      "a": "Saturna Capital Corporation's principal office is in Bellingham, WA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Saturna Capital Corporation registered with the SEC or a state?",
      "a": "Saturna Capital Corporation is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 25586."
    },
    {
      "q": "How much does Saturna Capital Corporation manage?",
      "a": "Saturna Capital Corporation reports $10,480,581,588 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary)."
    },
    {
      "q": "How have Saturna Capital Corporation's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Saturna Capital Corporation: Regulatory assets under management: $5,496,421,727 in the October 2021 data and $10,480,581,588 in the October 2026 data, up 91%. Total employees: 69 in October 2021 and 92 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Saturna Capital Corporation serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (51); individuals (other than high net worth individuals) (32); charitable organizations (8)."
    },
    {
      "q": "Which custodians does Saturna Capital Corporation use?",
      "a": "Saturna Capital Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Saturna Capital Corporation 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/25586"
    },
    {
      "q": "What changed in Saturna Capital Corporation's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 13 to 12. Regulatory assets under management went from $8,624,828,208 to $10,480,581,588 (+22%). Added an office in Bellingham, WA. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 5496421727.0,
      "total_employees": 69,
      "filing_date": "2021-09-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 5150693205.0,
      "total_employees": 73,
      "filing_date": "2022-09-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6643738704.0,
      "total_employees": 75,
      "filing_date": "2023-09-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 8394714767.0,
      "total_employees": 80,
      "filing_date": "2024-09-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 8394714767.0,
      "total_employees": 80,
      "filing_date": "2025-02-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 10480581588.0,
      "total_employees": 92,
      "filing_date": "2026-09-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 13 to 12.",
        "Regulatory assets under management went from $8,624,828,208 to $10,480,581,588 (+22%).",
        "Added an office in Bellingham, WA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 15 to 13.",
        "Registered or notice-filed in AL, AZ, CO, DE, HI, KY, LA, MA, MS, NC, OR, PA, SC, TN."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "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/saturna-capital-corporation-bellingham-wa-25586.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 32,
      "fewer_than_5": false,
      "raum": 30069358.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 51,
      "fewer_than_5": false,
      "raum": 215634637.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 10061256960.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 100048735.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 53447598.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 20124300.0
    }
  ],
  "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/25586",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}