WOODINVILLE, WACRD 113780Latest ADV March 19, 2026
Helmsman Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Woodinville, WA. Its latest Form ADV filing, dated March 19, 2026, reports $187M in regulatory assets under management, 3 employees, 3 offices, and 267 accounts.
Assets Under Management
$187M
Employees
3
Offices
3 offices
Total Clients
98
Primary office
WOODINVILLE, WA
17330 135TH AVE NE, SUITE 2A, WOODINVILLE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.1% of total clients.
Top client categories% of clientsClients
1
HNWI
53.1%
52
2
Individuals
46.9%
46
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$187Mas of March 19, 2026
Discretionary36.8%
$69M
37% of total RAUM36.8%
Non-discretionary63.2%
$118M
63% of total RAUM63.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$187M
Total Accounts267
10Y AUM Change+$78M (+70.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee33:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.