AdvisorOS Directory
Claim Profile
Unclaimed Profile
BM

Brian Richard Mcauley

SITKA PACIFIC CAPITAL MANAGEMENT, LLC·EDMONDS, Washington
Series 65Clean record21 years registeredSITKA PACIFIC CAPITAL MANAGEMENT, LLC
316 MAIN ST., EDMONDS, WA 98020CRD# 4937688Firm CRD# 134699

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Richard Mcauley · EDMONDS, WA
Registration
CRD #4937688 · SITKA PACIFIC CAPITAL MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

EAGLE HARBOR ASSET MANAGEMENT, INC.
Aug 2023 – present
SITKA PACIFIC CAPITAL MANAGEMENT, LLC
Apr 2015 – present
SITKA PACIFIC CAPITAL MANAGEMENT, LLC
May 2005 – Dec 2014
EDMONDS, WA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 17, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SITKA PACIFIC CAPITAL MANAGEMENT, LLC
CRD 134699 · SEC 801-69920
AUM
$23M
Regulatory assets under management
Employees
3
135 client accounts
Services offered by SITKA PACIFIC CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SITKA PACIFIC CAPITAL MANAGEMENT, LLC →
Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in EDMONDS?

Browse all registered financial advisors in EDMONDS, Washington or claim this profile if it's yours.

Browse EDMONDS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Brian Richard Mcauley offer?
Brian Richard Mcauley specializes in Investment Management, Wealth Management. Contact their office in EDMONDS, Washington for a consultation.
What are Brian Richard Mcauley's credentials?
Brian Richard Mcauley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Richard Mcauley located?
Brian Richard Mcauley is based in EDMONDS, Washington, working with SITKA PACIFIC CAPITAL MANAGEMENT, LLC. Their office serves clients in the EDMONDS metropolitan area and surrounding communities.
How does Brian Richard Mcauley charge for services?
Brian Richard Mcauley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SITKA PACIFIC CAPITAL MANAGEMENT, LLC?
SITKA PACIFIC CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $23M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SITKA PACIFIC CAPITAL MANAGEMENT, LLC

James Joseph Abodeely
SONOMA, CA

More Advisors in EDMONDS, Washington

Peter Byron Mcrae
MCRAE CAPITAL MANAGEMENT L.L.C.·EDMONDS, WA
Aalok Kirit Shah
HARBOUR INVESTMENT MANAGEMENT L.L.C.·EDMONDS, WA
James Grant Kim
FINANCIAL SERVICES INTERNATIONAL CORP.·EDMONDS, WA
Mark Robert Gardner Anderson
PACIFIC SAGE PARTNERS, LLC·EDMONDS, WA
Evan Arthur Hill
HARBOUR INVESTMENT MANAGEMENT L.L.C.·EDMONDS, WA
Jordan Donald Cole
SAGE ADVISORS, LLC·EDMONDS, WA
CFPCFA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
SEATTLE (382)BELLEVUE (192)SPOKANE (71)VANCOUVER (58)BELLINGHAM (41)TACOMA (34)KIRKLAND (30)GIG HARBOR (28)MERCER ISLAND (19)OLYMPIA (17)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Request removal of this profile