CRD: 155049
Agate Pass Investment, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-20-2010
- Office Locations
- 1
Office Locations
About Agate Pass Investment, LLC
Agate Pass Investment is a small, independent Bainbridge Island, WA RIA serving retail clients with high-touch investment management, holistic financial planning, and 360° coordination across tax, estate, and insurance alongside clients’ CPAs and other advisors. Portfolios are custom-built with individual securities for long-term, tax-efficient growth rather than off-the-shelf models; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between June 17, 2025 and March 3, 2026, reported AUM increased 20.6%, from $278.7M to $336.0M.
Across 5 reported observations, AUM increased 60.1% between February 15, 2022 and March 3, 2026, from $209.9M to $336.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 124 clients, or 31 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Agate Pass Investment, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRADLEY SEAN VAN AKEN
Chief Compliance Officer, Partner
- CRD
- #2771974
- Ownership
- 50% but less than 75%
JASON THOMAS KUNKEL
Portfolio Manager
- CRD
- #4982034
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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WILLARD M BOLLENBACH IV
FINANCIAL ADVISOR
- CRD
- #6355963
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $336,046,126 | $1,050,144 |
| Non-Discretionary | $0 | -- |
| Total | $336,046,126 | $1,050,144 |
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Separately Managed Accounts
SMA allocation detail is available
Agate Pass Investment, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Agate Pass Investment, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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