RIA Intel›Advisers›Washington›MINDSTATE CAPITAL LLC

MINDSTATE CAPITAL LLC

Advisory

WA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in WA

#447

of 505 advisers by AUM

Average account

$3M

across 27 accounts

AUM per adviser

$35M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$70M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$70M

Discretionary AUM$70M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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$71M

KOENIG STEVEN MARK

$69M

KRAMMER FINANCIAL LLC

$71M

OMEGA FINANCIAL CORPORATION, INC.

$71M

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