# COLDSTREAM CAPITAL MANAGEMENT INC

COLDSTREAM CAPITAL MANAGEMENT INC of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 108805
- Type: SEC-registered investment adviser
- SEC file number: 801-39379
- Location: ONE - 100TH AVENUE NE, SUITE 102, BELLEVUE, WA, 98004
- Phone: 425-283-1600
- Latest filing: 2026-03-30
- Regulatory AUM: $13.9B
- Discretionary AUM: $13.6B
- Non-discretionary AUM: $301.5M
- Clients: 207
- Accounts: 4,386

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (41)

_Showing 25 of 41 people._

| Name | Role | Location |
| --- | --- | --- |
| David Gordon Roberts | BOARD DIRECTOR | — |
| Roger Clifford Reynolds | SHAREHOLDER | — |
| Kevin Michael Fitzwilson | CHIEF EXECUTIVE OFFICER; CHAIRMAN OF BOARD; PRESIDENT; CHAIRMAN OF BOARD | — |
| Erika Eng Yelle | CHIEF COMPLIANCE OFFICER | — |
| Heather Ann Bell Redman | BOARD DIRECTOR | — |
| Joshua E Harris | BOARD DIRECTOR | — |
| Anne Marie Stonich | BOARD DIRECTOR | — |
| Natalie Marie Straub | CHIEF REVENUE OFFICER | — |
| Matthew Alan Sonnen | CHIEF OPERATING OFFICER | — |
| Marvin Rush Benton | BOARD DIRECTOR | — |
| Bryan Paul Shipley | CHIEF INVESTMENT OFFICER | — |
| Reegan Elizabeth Rae | BOARD DIRECTOR | — |
| David Brian Christian | CHIEF GROWTH OFFICER | — |
| COLEMAN HOWARD A | CHIEF INVESTMENT OFFICER | — |
| BUTLER BUDDY JOSEPH | BOARD DIRECTOR; DIRECTOR | — |
| GHER DONALD LEE | DIRECTOR; MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER; SHAREHOLDER | — |
| REYNOLDS ROGER CLIFFORD | BOARD DIRECTOR; DIRECTOR; MANAGING DIRECTOR (+2 more) | — |
| TOWNER LUTHER | SHAREHOLDER | — |
| HOLMES GEOFFREY W | DIRECTOR; SHAREHOLDER | — |
| FITZWILSON KEVIN MICHAEL | MANAGING DIRECTOR; MANAGING PARTNER; PARTNER (+1 more) | — |
| PORTER W THOMAS | DIRECTOR | — |
| YELLE ERIKA ENG | CHIEF COMPLIANCE OFFICER | — |
| BENTON MARVIN RUSH | BOARD DIRECTOR | — |
| SIMMONDS RICHARD SCOTT | BOARD DIRECTOR; DIRECTOR | — |
| HARRIS JOSHUA E | BOARD DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108805/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108805/similar
- Related entities: https://search.stillhousedata.com/firm/108805/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108805

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.