P
Petrie Capital Management LLC.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$103,531,148
Clients
48
63% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
48
HighAverage account size
$2,156,899
About
Petrie Capital Management provides discretionary asset management and integrated financial planning and consulting for individuals, trusts and estates, as well as charitable organizations and corporate or business clients. Portfolios may include mutual funds, ETFs/ETNs, individual stocks and bonds, and other publicly traded securities, and financial planning work is offered as part of the asset management relationship.
The firm tailors investment programs to client goals and conducts at least quarterly reviews and rebalancing, using a mix of fundamental, technical and economic-cycle analysis to guide positioning. Investment implementation can include a broad toolkit — including option strategies, short sales and margin — and the firm generally maintains conservative cash balances for liquidity and fee processing when appropriate.
Petrie Capital is notable among independent advisers for offering performance-based fee arrangements to qualified clients while also employing derivatives and option strategies in separately managed accounts; the firm discloses related conflicts and uses high-water-mark and allocation procedures to address them. It also serves less-common client types for its peer group — charitable organizations and corporate entities — and updated its regulatory status and disclosures when it registered with the SEC in 2025.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Fee options
Up to 20% of gains in each account for Qualified Clients, plus an annual asset-based fee of 0.50%.
Main office location
Petrie Capital Management LLC.
2104 N. 54 Th Street, Suite 301
Seattle WA 98103, United States
Number of offices
1
Most active in
Petrie Capital Management LLC. has reported serving >5 clients in these states in the last 12 months.
California · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")