CRD: 155049
Agate Pass Investment, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
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
--
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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