Helm Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seattle, WA. Its latest Form ADV filing, dated April 21, 2026, reports $401M in regulatory assets under management, 1 employee, and 154 accounts.
Assets Under Management
$401M
Employees
1
Offices
--
Total Clients
52
Primary office
SEATTLE, WA
1904 THIRD AVENUE, SUITE 325, SEATTLE, WA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.8% of total clients.
Top client categories% of clientsClients
1
HNWI
80.8%
42
2
Individuals
19.2%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$401Mas of April 21, 2026
Discretionary100.0%
$401M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$401M
Total Accounts154
10Y AUM Change+$273M (+214.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee52:1
10Y Employee Change-1 (-50.0%)
* 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.