SourcingSourcing

COLDSTREAM CAPITAL MANAGEMENT INC

C24
CRD 108805·SEC 801-39379·BELLEVUE, WA
AUM
$13.93B
$1B+
Est. Revenue
$139.3M
@ 1% on AUM
Est. EBITDA
$41.8M
@ 30% margin
Est. Deal Value
$334.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COLDSTREAM CAPITAL MANAGEMENT INC
CRD
108805
SEC file #
801-39379
EIN
931052371
DBA names
Coldstream Wealth Management

Economics

AUM
$13.93B
AUM band
$1B+
AUM trajectory
'20'26
$2.77B → $13.93B▲ +403%
Client mix
Individuals High Net Worth2,393
Individuals Other1,806
Corporations131
Charitable Organizations39
Pension Profit Sharing Plans17

Operations

Employees (total)
207
Advisory staff (per ADV)
166
Advisory staff (5-yr trend)
'20'26
46 advisors → 166 advisors▲ +261%
Primary office
BELLEVUE WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
twitter.com/coldstreamsea(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FITZWILSON, KEVIN, MICHAEL
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
16
Control Persons
FITZWILSON, KEVIN, MICHAEL
FITZWILSON FAMILY 2016
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:coldstream.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Participants
336
Form 5500 Total Compensation
58,709
Form 5500 Compensation Trajectory 3y
202558,709
20240
Form 5500 Plan Count Trajectory 3y
20253
20242
Schedule C Total Compensation
58,709
Schedule C Service Provider Rows
6

SEC EDGAR

Edgar Cik
0001082339
Edgar Registered
Yes
Edgar Filing Count
120
Edgar First Filing Date
1999-05-14
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
115
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001082339-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
ONE 100TH AVENUE NESUITE 102BELLEVUE, WA 98004
Business
ONE 100TH AVENUE NESUITE 102BELLEVUE, WA 98004
Edgar EIN
931052371
Edgar Recent Filings
13F-HR2026-05-08 · 0001082339-26-000005
13F-HR2026-02-09 · 0001082339-26-000002
Fee Schedule
Bracket Ix73
Bracket I18
Bracket Iv4
Bracket X2
Bracket Iii1
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2511528
Trust Company Affiliate
No

People (59)

59
FITZWILSON, KEVIN, MICHAEL
Direct Owner · 17.5%
2511528
CHRISTIAN, DAVID, BRIAN
Direct Owner · 7.5%
2227429
REYNOLDS, ROGER, CLIFFORD
Direct Owner · 7.5%
3024255
HARRIS, JOSHUA, E
IAR · Executive Officer · 2.5%
4555347
ROBERTS, DAVID, GORDON
IAR · Executive Officer · 2.5%
1875134
STONICH, ANNE MARIE
IAR · Executive Officer · 2.5%
4555350
SHIPLEY, BRYAN, PAUL
IAR · Executive Officer · 2.5%
6764785
Sonnen, Matthew, Alan
Executive Officer · 2.5%
3059489
STRAUB, NATALIE, MARIE
Executive Officer · 2.5%
5022586
YELLE, ERIKA, ENG
Executive Officer · 2.5%
1632625
BENTON, MARVIN, RUSH
Executive Officer · 2.5%
4130280
RAE, REEGAN, ELIZABETH
Executive Officer · 2.5%
4775840
Redman, Heather, Ann Bell
Executive Officer · 2.5%
6807946
Davis Alexander Karaica
IAR
6909471
Michelle Lynn Decaire
IAR
7219302
HOWARD ALAN COLEMAN
IAR
4637806
THOMAS CHARLES OVENDALE
IAR
5243928
DARREN DAVID RITCHIE
IAR
5992686
WILLIAM F. VIPOND JR.
IAR
5884874
HEATHER LEE KESSLER
IAR
4907766
Kyle S McMahill
IAR
7662842
DETLEF SCHREMPF
IAR
5464640
KYLE BERKLEY LARSON
IAR
6489504
Danielle Midori Uemura
IAR
7815696
JORDAN TRAVIS
IAR
7294787
Katherine Anne Brown
IAR
7692162
JAMES DAYTON GUARD
IAR
5569407
JENNIFER LYNN Harrison
IAR
6435098
KRISTI ANN PANZA
IAR
5960488
Janice Tina Dsilva
IAR
7842072
REBECCA SUE WILCOX
IAR
2732040
KATHERINE ANNE QUICK
IAR
6504959
Gunnar Martin Ildhuso
IAR
7307944
DAVID KENNETH MCINTOSH
IAR
6230478
Alexander Jordan Schrempf
IAR
7466711
Nicholas Robert Buckley
IAR
8042394
Bryce Kendrick James Fitzwilson
IAR
8148636
EVAN EDWARD FISHER
IAR
5202121
NICHOLAS RHODES RUNNING
IAR
7599148
Jesse Benjamin Sigrist
IAR
7862388
Yongtai Qi
IAR
7620070
David Bertram Bigelow
IAR
6926689
GARRETT GORDON DEAN
IAR
6385590
Austin M Gormley
IAR
7137581
PATRICK WILLIAM CORCORRAN
IAR
5883964
DAVID EDWIN POWERS
IAR
2921704
JAMES B. CLAYPOOL
IAR
4680688
GLEN JONATHAN GOLAND
IAR
3143795
IAN BROOKS CURTISS
IAR
6186659
KATELYN ELIZABETH SPANGLER
IAR
6511583
Katherine M Berntson
IAR
7129432
Erika Swick Allen
IAR
7288146
JOE LOUIS CERVANTES
IAR
2934811
MELODY MARIE BEHNKE
IAR
2567681
CHRISTOPHER PATRICK BLAKESLEE
IAR
6075675
RYLAND BENNETT MOORE
IAR
6127875
Elizabeth Grace Anderson
IAR
8194755
MARK PHILLIP ROSENBAUM
IAR
2618230
KIMBERLY SUE ROSENBERG
IAR
5558727