RIA Intel›Advisers›Washington›SATURNA CAPITAL CORPORATION

SATURNA CAPITAL CORPORATION

Institutional

N·BELLINGHAM, WA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM

$8.6B

1-Year AUM Growth

+26.4%

3-Year CAGR

+15.3%

Employees

13

Assets Under Management

Total AUM$8.6B

Discretionary AUM$8.6B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients91

Team

Total Employees13

Investment Advisers83

Employee Growth (1Y)+15.4%

Filing History

Total Filings on Record58

First FilingApr 27, 2001

Latest FilingFeb 27, 2026

🔒 Full AUM trend chart and 58 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 SATURNA CAPITAL CORPORATION

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