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SATURNA CAPITAL CORPORATION

BELLINGHAM, WA · CRD 25586 · IAPD ↗ · saturna.com · 360-734-9900

$10.48BRegulatory AUM
12Advisory reps
92Employees
1265Clients
11-25Planning clients
0Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — SATURNA CAPITAL CORPORATION added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2025 — SATURNA CAPITAL CORPORATION notice-filed in AL, AZ, CO, DE, HI, KY, LA, MA, MS, NC, OR, PA, SC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
December 2025 — SATURNA CAPITAL CORPORATION reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
49
October 2024 — SATURNA CAPITAL CORPORATION notice-filed in DC, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
October 2024 — SATURNA CAPITAL CORPORATION reported RAUM up 26% ($6.64B -> $8.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.