CRD: 145934
Tradewinds Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-06-2008
- Office Locations
- 1
Office Locations
About Tradewinds Capital Management, LLC
Tradewinds Capital Management is an independent SEC-registered RIA in Bellingham, WA providing fee-only wealth management, financial planning, and ongoing investment management for individual investors and business owners. The team also advises on setting up and running employer retirement plans such as SIMPLE, SEP, and 401(k). Client assets are custodied via Schwab Institutional, and the firm states it receives no commissions on recommended products.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRYANT JAMES ENGEBRETSON
MANAGING PRINCIPAL
- CRD
- #2443248
- Ownership
- 75% or more
KYLE B JACKSON
PRINCIPAL
- CRD
- #5125808
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Amy Nicole Brown
Client Service Specialist
- CRD
- #7906471
CHRISTOPHER WILLIAM LANG
Fiduciary Investment Advisor
- CRD
- #4921956
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $727,324,070 | $320,690 |
| Non-Discretionary | $0 | -- |
| Total | $727,324,070 | $320,690 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | 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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