Susan Jane Schmatzhagen
Investment Adviser Representative at Zevenbergen Capital Investments LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Susan Jane Schmatzhagen is an investment adviser representative with Zevenbergen Capital Investments LLC in Edmonds, WA, where they have been registered since 2003. They have worked in the securities industry since 2001 and were previously registered with Zevenbergen Capital, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Washington.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Zevenbergen Capital Investments LLCNov 2003 – no end date reportedEdmonds, WA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Zevenbergen Capital Investments LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Firm account minimum
- $5,000,000 (waivable)
- Estimated blended rate
- 0.01
- Wealth Management - First $25M1.00%
- Wealth Management - Over $25M—
- Institutional - First $50M1.00%
- Institutional - Over $50M—
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Managing high-conviction growth equity strategies through concentrated portfolios with long-term holdings, focusing on disruptive innovation and companies with high-growth potential.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Edmonds, WA
- Founded:
- 1987
- SEC file number:
- 801-62477
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 4, 2026
View full firm profileOther advisors at Zevenbergen Capital Investments LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Susan Jane Schmatzhagen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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