RIA Intel›Advisers›Washington›COLDSTREAM CAPITAL MANAGEMENT INC

COLDSTREAM CAPITAL MANAGEMENT INC

Advisory

N·BELLEVUE, WA

Data as of Mar 6, 2026 · Source: SEC Form ADV

Total AUM

$12.4B

1-Year AUM Growth

+38.0%

3-Year CAGR

+13.2%

Employees

165

Assets Under Management

Total AUM$12.4B

Discretionary AUM$10.8B

Non-Discretionary AUM$1.6B

Discretionary %86.9%

Total Clients4,519

Team

Total Employees165

Investment Advisers195

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record104

First FilingFeb 27, 2001

Latest FilingMar 6, 2026

🔒 Full AUM trend chart and 104 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COLDSTREAM CAPITAL MANAGEMENT INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.