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Bellingham, WA Office

Team
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Tradewinds Capital Management, LLC logo

Tradewinds Capital Management, LLC

Team

Firm-wide stats for Tradewinds Capital Management, LLC

Total advisors

7

Across 2 offices

Clients per advisor

318 Very High

Avg AUM per client

$325,781 Very Low

HNW client ratio

9% Very Low

About

Tradewinds Capital Management provides discretionary and non‑discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm manages client portfolios primarily with mutual funds and ETFs and also offers stand‑alone planning and retirement participant education when requested.

The firm offers three defined management styles — a quantitative, momentum‑driven Tradewinds strategy with tactical overweight/underweight positioning; a Waypoint hybrid that combines a passive core with tactical non‑core sleeves; and a Bellwether passive, low‑turnover option — and implements these across client accounts using standard custodial platforms. Tradewinds also uses third‑party technology to manage “held‑away” accounts (401(k)s, 403(b)s, annuities and 529 plans) and has an adopted AI policy to govern use of AI tools in research and operations.

With roughly 2,224 clients and seven advisors (about 318 clients per advisor), the firm’s client load is high relative to most similar team firms, and Tradewinds relies on documented processes, technology (including the Pontera held‑away platform) and client service staff to support scale. Several of its advisors hold industry credentials (CFP®, ChFC®, CFA® and related designations), and the firm maintains alternative account/program arrangements and documentation intended to accommodate varied client types such as charitable and retirement plan clients.

Based on Tradewinds Capital Management, LLC

Occupation focus

Educators, Teachers, and Academics Founder/Business Owner

Based on Tradewinds Capital Management, LLC

Demographic focus

Mid-Career Professionals

Based on Tradewinds Capital Management, LLC

Location

2211 Rimland Drive, Suite 401

Bellingham WA 98226

Advisors at this office

6

Advisors at this office

user avatar

Christopher L

CFA®, Series 63

Bellingham, WA

Tradewinds Capital Management, LLC

Christopher Lang is a CFA® charterholder with 21 years of experience in the financial services industry. He has worked at Tradewinds Capital Management, LLC since 2023 and previously spent over a decade with Saturna Capital Corporation and Saturna Brokerage Services. Tradewinds Capital Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers multiple management styles that combine quantitative, tactical, and passive strategies, utilizing technology and documented processes to serve a diverse client base.

Educators, Teachers, and Academics Founder/Business Owner Mid-Career Professionals
user avatar

Kyle J

CFP®, ChFC®, Series 63, Series 66

Bellingham, WA

Tradewinds Capital Management, LLC

Kyle Jackson is a CFP® and ChFC® with 18 years of experience in the financial services industry. He has been with Tradewinds Capital Management, LLC since 2008. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers several defined management styles, using mutual funds and ETFs, and employs technology and documented processes to serve a diverse client base.

Educators, Teachers, and Academics Founder/Business Owner Mid-Career Professionals
user avatar

Amy B

Series 65

Bellingham, WA

Tradewinds Capital Management, LLC

Amy Brown is a Series 65-licensed financial advisor at Tradewinds Capital Management, LLC with two years of industry experience. She has held previous roles at Vail Ridge Capital, Keller Williams Realty, and Alaska Airlines. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of management styles, including quantitative, hybrid, and passive approaches, and utilizes technology and documented processes to serve a high client load efficiently.

Educators, Teachers, and Academics Founder/Business Owner Mid-Career Professionals
user avatar

Azita S

Series 66

Bellingham, WA

Tradewinds Capital Management, LLC

Azita Simler is a financial advisor with Tradewinds Capital Management, LLC, holding a Series 66 designation and 14 years of industry experience. She previously worked at Saturna Capital Corporation for seven years before joining Tradewinds in 2019. Outside of her advisory role, she supports a ballroom dance instruction business by handling bookkeeping, marketing, and office functions. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, and charitable organizations. The firm offers multiple management styles combining quantitative, hybrid, and passive strategies, using technology and documented processes to serve a high volume of clients efficiently.

Educators, Teachers, and Academics Founder/Business Owner Mid-Career Professionals
user avatar

Bryant E

CFP®, ChFC®, Series 63, Series 65

Bellingham, WA

Tradewinds Capital Management, LLC

Bryant Engebretson is a CFP® and ChFC® with 20 years of experience in the financial industry. He has been with Tradewinds Capital Management, LLC since 2008. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers multiple management styles, including quantitative and passive strategies, and uses technology to manage diverse client accounts and support service delivery.

Educators, Teachers, and Academics Founder/Business Owner Mid-Career Professionals
user avatar

Justin S

Series 65

Bellingham, WA

Tradewinds Capital Management, LLC

Justin Slagle is a financial advisor with Tradewinds Capital Management, LLC in Bellingham, WA. He holds a Series 65 credential and has two years of industry experience. Prior to joining Tradewinds, he worked for the Burlington-Edison School District for ten years. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs defined management styles ranging from quantitative momentum-driven strategies to passive, low-turnover options and uses technology and documented processes to serve a diverse client base.

Educators, Teachers, and Academics Founder/Business Owner Mid-Career Professionals
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