Sitka Pacific Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$22,771,638
Clients
44
Advisors
2
of 2 employees
About
Sitka Pacific Capital Management, LLC provides discretionary portfolio management to individuals (including accredited and non-accredited investors), trusts, pension and profit-sharing plans, and other business entities through separately managed accounts. The firm reports managing roughly $41.3 million in client assets across about 44 client relationships and generally requires a $500,000 minimum to open a new advisory relationship.
The firm’s stated approach is valuation-aware and focused on long-term preservation and prudent growth, maintaining exposure to domestic and global equity and bond markets while using cash as a strategic asset; accounts may include ETFs, mutual funds, precious metals, commodities, currencies, options and short positions. Investment selection relies on proprietary methods that combine fundamental, technical and cyclical analysis, and the firm manages client accounts on a discretionary basis without accepting client-imposed restrictions on securities.
A distinctive feature disclosed in the brochure is the firm’s affiliation with another SEC-registered investment adviser, an arrangement that the firm notes can create conflicts because personnel devote time to the affiliated adviser and may at times recommend its services. Compared with many peers of similar size, the firm also documents routine access to more advanced strategies (short selling, margin, options and non-traditional ETPs), uses block trading through recommended custodians, and leaves proxy voting authority with clients.
Client services
Expertise
Fee options
Fixed fees mentioned in SEC Part 1 but no specific amounts stated in brochure.
$0 - $2,000,000: 1.00% $2,000,000 - $3,000,000: 0.75% Over $3,000,000+: 0.50%
Account minimum: $500,000
Main office
701 Fifth Ave, Suite 4200
Seattle WA 98104
Advisors at this office
1
Most active in
California · Washington
Also doing business as
Mcauley, Brian Richard · Sitka Pacific Capital Management · Sitka Pacific Capital Management, LLC · Sitka Pacific 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 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.
Forms ADV
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.
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”)