Bradley Van Aken
Agate Pass Investment Management · Bainbridge Island, Washington
Bradley Van Aken is a fee-only financial advisor at Agate Pass Investment Management in Bainbridge Island, Washington. Bradley charges a percentage of assets.
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Facts
| Firm | Agate Pass Investment Management |
|---|---|
| Based in | Bainbridge Island, Washington |
| Fee model | Percentage of assets |
| Assets under management | $336.0M across 320 accounts |
| SEC registration | Investment adviser representative in WA · CRD 2771974 |
| Exams passed | Series 65 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.agatepassinvestment.com |
How Bradley's firm compares
- Agate Pass Investment Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 320 accounts).
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Questions about Bradley
Is Bradley Van Aken a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Agate Pass Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley charges a percentage of assets.
Where is Bradley Van Aken based?
Bradley Van Aken is based in Bainbridge Island, Washington.
Is Bradley Van Aken registered with the SEC?
Yes. Bradley Van Aken is registered as an investment adviser representative in WA (CRD 2771974), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Agate Pass Investment Management manage?
Agate Pass Investment Management reports $336.0M across 320 accounts in assets under management.
How do I contact Bradley Van Aken?
Through Bradley's website, www.agatepassinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Agate Pass Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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