Investment adviser · CRD 25586

SATURNA CAPITAL CORPORATION

Investment adviser filing (IA)

BELLINGHAM, WA, United States · Form ADV filed Sep 28, 2026

Regulatory AUM: $10.5B
Client accounts: 139
Employees: 92
Advisory professionals: 12

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	2	$10,061,256,960	96.0%
High-net-worth individuals	51	$215,634,637	2.1%
Pooled investment vehicles	3	$100,048,735	1.0%
Charities	8	$53,447,598	0.5%
Individuals	32	$30,069,358	0.3%
Corporations & businesses	8	$20,124,300	0.2%

Filing source

Form ADV 2130491 · Sep 28, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Sep 28, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

1300 N STATE ST.
BELLINGHAM, WA, 98225-4730, United States

CRD 25586

Filing source

Form ADV 2130491 · Sep 28, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.