AGATE PASS INVESTMENT, LLC
SEC RegisteredBuilt for the people we know by heart
About the firm
Agate Pass is a small, independent, locally owned investment advisory firm rooted in the Pacific Northwest, based in Bainbridge, WA. They offer deeply personal financial guidance built on lasting relationships, providing custom investment strategies designed to align clients' goals and resources.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management (custom portfolios using individual securities for long-term growth, tax efficiency, and goal alignment), Financial Planning (holistic planning covering goal setting, scenario planning, cash flow and tax strategy, protection and legacy), and 360° Advisory (coordinated guidance across investment, tax, estate, and insurance, working with CPAs and other advisors).
Who they serve
Individuals and families seeking personalized, relationship-driven financial guidance, including long-term clients planning for retirement, education, business transitions, and life's next chapter.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 34 | $19M |
| High Net Worth Individuals | 90 | $317M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $0 to $1,000,000 | 1.10% |
| Next $1,000,001 to $2,000,000 | 1.00% |
| Next $2,000,001 to $5,000,000 | 0.75% |
| $5,000,001 and greater | 0.50% |
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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. AGATE PASS INVESTMENT, LLC 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 the SEC or FINRA websites before making any decision.