# Bruce Petrie

> Bruce Petrie is a fee-only financial advisor at Petrie Capital Management in Seattle, Washington. Bruce focuses on retirement planning, family wealth transfer and sustainable & impact investing. Petrie Capital Management reports charging a percentage of assets and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bruce-petrie/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Petrie Capital Management
- **Based in:** Seattle, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Assets under management (firm):** $105.2M across 107 accounts
- **Specialties:** Retirement planning, Family wealth transfer, Sustainable & impact investing
- **Works with:** Multi-generational families
- **CRD:** 1215272 (https://adviserinfo.sec.gov/individual/summary/1215272)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://petriecapital.com/

## Frequently asked questions

### Is Bruce Petrie a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and Petrie Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bruce charge for financial advice?

Bruce's firm, Petrie Capital Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is Bruce Petrie based?

Bruce Petrie is based in Seattle, Washington.

### What does Bruce specialize in?

Bruce's specialties include retirement planning, family wealth transfer and sustainable & impact investing. Bruce works with multi-generational families.

### Is Bruce Petrie registered with the SEC?

Yes. Bruce Petrie is registered as an investment adviser representative in WA (CRD 1215272), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Petrie Capital Management manage?

Petrie Capital Management reports $105.2M across 107 accounts in assets under management.

### How do I contact Bruce Petrie?

Through Bruce's website, petriecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1215272): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.petriecapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.