Firewall Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Firewall Capital Management provides discretionary investment management and integrated financial planning to individuals, trusts, and small businesses, overseeing roughly $66.9 million in client assets through four advisory staff and about 193 client relationships. Financial planning is offered to all advisory clients at no additional charge, and the firm offers free standalone planning to firefighters and their families even if they do not engage the firm’s asset management services.
The firm’s investment process combines modern portfolio theory with a tactical asset allocation approach, using individual equities, bonds, mutual funds, ETFs and, in some cases, real-estate-related securities, with accounts generally managed on a discretionary, tailored basis. Firewall generally requires clients to custody assets with the firm’s recommended qualified custodian and emphasizes that custodian-provided execution, reporting, and back-office services support its investment operations.
Firewall is also a licensed insurance agency and has one or more advisory representatives licensed to sell insurance; insurance commissions are disclosed as a source of compensation and identified as a potential conflict, with the firm noting clients may choose other agents and that an insurance-licensed representative reports spending less than 1% of their time on insurance activities. The firm also highlights key‑man risk given its small size and a principal who maintains a substantial outside role, while noting additional advisory personnel provide operational backup and continuity.
Client services
Expertise
Occupation focus
Fee options
$0 - $50,000: 2.00% $50,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% Over $1,000,000+: 1.00%
Commission from insurance sales, based on premium amount and/or type of insurance product
Main office
See office1110 Stevenson Ave. #207
Enumclaw WA 98022
Advisors at this office
3
Offices (2)
Most active in
Washington
Also doing business as
Firewall Capital Management · Firewall Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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