Tradewinds Capital Management, LLC

Overview

Tradewinds Capital Management, LLC is an SEC registered investment adviser based in Bellingham, WA, registered since 2008. It reports $727M in assets under management across 2,268 accounts, with 10 employees. It has 7 investment adviser representatives.

Reported AUM

$727M

Discretionary

100%

Accounts

2,268

Average account

$321K

Employees

10

Advisory reps

7

Registered since

2008

Jurisdictions

12

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Bryant James Engebretson Managing Principal CRD 2443248
• Kyle B Jackson Principal CRD 5125808
• Donald Bradley Pence Chief Compliance Officer CRD 3028301

Advisory reps 3 of 7

• Amy Nicole Brown Investment Adviser Rep CRD 7906471
• Bryant James Engebretson Investment Adviser Rep CRD 2443248
• Kyle B Jackson Investment Adviser Rep CRD 5125808

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2211 Rimland Dr Ste 401
Bellingham, WA 98226

County

Whatcom

Metro area

Bellingham, WA

Region

West

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: tradewinds.com

Every state, with registration dates

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