Bruce Petrie
Petrie Capital Management · Seattle, Washington
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Petrie Capital Management |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $105.2M across 107 accounts |
| SEC registration | Investment adviser representative in WA · CRD 1215272 |
| Exams passed | Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | petriecapital.com |
| Profile |
How Bruce's firm compares
- Petrie Capital Management's average account is about $983,000, from its Form ADV (assets managed divided by 107 accounts).
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Questions about Bruce
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.
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
- Petrie Capital 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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