Agate Pass Investment, LLC logo

Agate Pass Investment, LLC

Updated today

Client AUM

$336,046,126

Clients

124

Advisors

4

of 5 employees

About

Agate Pass Investment Management serves individual investors as well as trusts, foundations, and endowments, managing about $336 million on a discretionary basis across roughly 124 client accounts. The firm provides ongoing portfolio management, develops individualized Investment Policy and Guideline statements, and generally applies a negotiable $1,000,000 minimum for new portfolios.

The firm’s investment approach emphasizes quality and growth at a reasonable price through fundamental research, building diversified portfolios that rely primarily on individual stocks and investment‑grade short‑to‑intermediate bonds with limited use of ETFs and mutual funds. Portfolios are managed with a long‑term, low‑turnover focus intended to limit trading and tax impact and are implemented under discretionary authority.

A practice that distinguishes Agate from many peers is its use of borrowing in separately managed accounts, which the brochure indicates is implemented through its custodial arrangements and delegated trading authority — a capability that is relatively uncommon among comparable team firms. The firm also centralizes custody and execution through Schwab Advisor Services, uses aggregated block trades, and permits standing instructions (SLOAs) for certain account transfers, all of which the brochure cites as part of its operational and trading framework.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Income planning

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Other

Account minimum: $1,000,000 Minimum fee: $11,000 annually Fee-only: Fees are based on assets under management; no commissions charged.

Main office

400 Winslow Way East, Suite 220

Bainbridge Island WA 98110

Advisors at this office

4

Most active in

California · Texas · Washington

Also doing business as

Agate Pass Investment Management, LLC · Agate Pass Investment, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Willard B

CFA®, Series 63

Bainbridge Island, WA

Agate Pass Investment, LLC

Willard Bollenbach IV is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Agate Pass Investment, LLC. His prior experience includes six years at Foresight Global Investors and four years at Credit Suisse Asset Management. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million in discretionary assets. The firm employs a long-term, low-turnover investment approach focused on quality and growth at a reasonable price, primarily using individual stocks and investment-grade bonds, and is notable for its use of borrowing within separately managed accounts.

Active portfolio management Income planning
user avatar

Daniel R

CFA®

Bainbridge Island, WA

Agate Pass Investment, LLC

Daniel Rutter is a CFA® charterholder with 22 years of industry experience. He has been with Agate Pass Investment Management, LLC since 2018 and previously worked at United Capital Financial Advisers, LLC from 2012 to 2018. He is based in Bainbridge Island, WA. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 discretionary client accounts. The firm focuses on quality and growth at a reasonable price through fundamental research and builds diversified portfolios primarily composed of individual stocks and investment-grade short-to-intermediate bonds, with a long-term, low-turnover investment approach.

Active portfolio management Income planning
user avatar

Bradley V

Series 65

Bainbridge Island, WA

Agate Pass Investment, LLC

Bradley Van Aken is a financial advisor with Agate Pass Investment, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Agate Pass Investment Management since 2011. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 client accounts. The firm focuses on long-term, low-turnover portfolio management emphasizing quality and growth at a reasonable price, primarily through individual stocks and investment-grade bonds, and employs a borrowing strategy within separately managed accounts.

Active portfolio management Income planning
user avatar

Jason K

Series 63, Series 65

Bainbridge Island, WA

Agate Pass Investment, LLC

Jason Kunkel is a financial advisor at Agate Pass Investment, LLC with 11 years of industry experience. He previously worked at Robert Baird & Co. from 2014 to 2020 and has held Series 63 and Series 65 licenses. He also spent time as an MBA student in 2020. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 client accounts. The firm focuses on a long-term, low-turnover investment approach emphasizing quality and growth at a reasonable price through fundamental research, primarily using individual stocks and investment-grade bonds.

Active portfolio management Income planning
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)