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Saturna Capital Corporation

● SEC registered since 1989CRD 25586SEC# 801-35428Bellingham, WA
Export (members)
Reg. AUM
$10.48B
Employees
92
Accounts
139
Location
Bellingham, WA

About Saturna Capital Corporation

Saturna Capital manages mutual funds and related accounts with sustainable and faith-based principles, including Halal-focused Amana Funds. It offers advisory, brokerage, trust, and employer retirement services aligned with ethical investing.
Summary based on the firm’s website.

Saturna Capital Corporation assets under management

Saturna Capital Corporation operates as an SEC-registered investment adviser based in Bellingham, WA. The firm has been registered since 1989. It reports $10.5 billion in regulatory assets under management and employs 92 people.

Saturna Capital Corporation owners & executives

14 reported
NameTitleOwnershipSince
Christopher Reed Fankhauser ControlExecutive Director, Chief Operations OfficerUnder 5%2006
Deborah Russell Kaiser ControlTrustee Of The Nicholas Ferguson Kaiser Revocable TrustUnder 5%2025
Edward Hyde AldenIndependent DirectorUnder 5%2026
Elliot Scott Cohen ControlChief Legal Officer, SecretaryUnder 5%2022
Jacob Andrew StewartAnti-Money Laundering OfficerUnder 5%2014
Jane Kaiser Carten ControlExecutive Chair, President50-75%2001
Kalen Martin Hanna ControlExecutive Director, Chief Financial Officer, TreasurerUnder 5%2018
Michael Eric LewisChief Compliance OfficerUnder 5%2012
Michael Kent MorseIndependent DirectorUnder 5%2024
Monem Abdul Salam ControlExecutive Director, Executive Vice PresidentUnder 5%2005
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Frequently asked questions

How much does Saturna Capital Corporation manage?

Saturna Capital Corporation reports $10.5 billion in regulatory assets under management on its Form ADV.

How many employees does Saturna Capital Corporation have?

Saturna Capital Corporation reports 92 employees.

Where is Saturna Capital Corporation located?

Saturna Capital Corporation is based in Bellingham, WA and has been SEC-registered since 1989.

Does Saturna Capital Corporation disclose fund performance?

Saturna Capital Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1300 N State St., Bellingham, WA 98225-4730
Phone360-734-9900
Fax360-734-0755
Office hours6a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1316617
Discloses disciplinary historyNo

Regulatory AUM

$10.48B▲ 25%
Feb '25 — $8.39BMar '25 — $8.39BApr '25 — $8.39BMay '25 — $8.39BJun '25 — $8.39BJul '25 — $8.39BAug '25 — $8.39BSep '25 — $8.62BOct '25 — $8.62BNov '25 — $8.62BDec '25 — $8.62BJan '26 — $8.62BFeb '26 — $8.62BMar '26 — $8.62BApr '26 — $8.62BMay '26 — $8.62BJun '26 — $8.62BJul '26 — $8.62BAug '26 — $8.62BSep '26 — $10.48BOct '26 — $10.48B
Feb '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 8%
Larger than 92% of 16,389 advisers
EmployeesTop 8%
More than 92% of 16,799 advisers

Assets under management

$10.48Bregulatory AUM
Discretionary $10.48B