# SATURNA CAPITAL CORPORATION

SATURNA CAPITAL CORPORATION of BELLINGHAM, WA is an SEC-registered investment adviser.

## Registration

- CRD: 25586
- Type: SEC-registered investment adviser
- SEC file number: 801-35428
- Location: 1300 N STATE ST., BELLINGHAM, WA, 98225-4730
- Phone: 360-734-9900
- Latest filing: 2026-02-27
- Regulatory AUM: $8.6B
- Discretionary AUM: $8.6B
- Clients: 83
- Accounts: 128

## Business model

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

## Officers, owners & control persons (45)

_Showing 25 of 45 people._

| Name | Role | Location |
| --- | --- | --- |
| Dennis Murphy | INDEPENDENT DIRECTOR | Indianapolis, IN |
| Phelps Shaw Mcilvaine | DIRECTOR | — |
| Jane Kaiser Carten | EXECUTIVE CHAIR, PRESIDENT | — |
| Monem Abdul Salam | EXECUTIVE DIRECTOR, EXECUTIVE VICE PRESIDENT | — |
| Christopher Reed Fankhauser | EXECUTIVE DIRECTOR,  CHIEF OPERATIONS OFFICER | — |
| Michael Eric Lewis | CHIEF COMPLIANCE OFFICER | — |
| Jacob Andrew Stewart | ANTI-MONEY LAUNDERING OFFICER | — |
| Kalen Martin Hanna | EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, TREASURER | — |
| Elliot Scott Cohen | CHIEF LEGAL OFFICER, SECRETARY | — |
| Robert F Kaiser | EXECUTIVE DIRECTOR, VP OF INSTITUTIONAL SALES | — |
| Michael K Morse | INDEPENDENT DIRECTOR | — |
| Nicholas Ferguson Kaiser | FOUNDER AND GLOBAL STRATEGIST | — |
| MURPHY BRIAN DENNIS | INDEPENDENT DIRECTOR | — |
| SALAM MOHAMMAD ABDUL | DIRECTOR; DIRECTOR, EXECUTIVE VICE PRESIDENT; DIRECTOR, SVP (+2 more) | — |
| SMITH JANE MARIE | SECRETARY | — |
| KAISER NICHOLAS FERGUSON | CHAIRMAN; CHAIRMAN & CHIEF INVESTMENT OFFICER; DIRECTOR (+6 more) | — |
| BARTOLOME ETHEL BELTRAN | SECRETARY | — |
| MCILVAINE PHELPS SHAW | DIRECTOR; DIRECTOR, VICE PRESIDENT; DIRECTOR & VP (+3 more) | — |
| CARTEN JANE KAISER | CHAIR, EXECUTIVE DIRECTOR, PRESIDENT; DIRECTOR; DIRECTOR & ASST. SECRETARY (+7 more) | — |
| CLEMENSON VERN MERRILL | --; SHAREHOLDER | — |
| ROSS MEREDITH LYNN | CFO; DIRECTOR; DIRECTOR & TREASURER (+2 more) | — |
| WINSHIP JAMES DAVID | CHIEF COMPLIANCE OFFICER; CHIEF LEGAL OFFICER; GENERAL COUNSEL & CHIEF LEGAL OFFICER (+2 more) | — |
| FANKHAUSER CHRISTOPHER REED | DIRECTOR & CHIEF OPERATIONS OFFICER; DIRECTOR,  CHIEF OPERATIONS OFFICER; DIRECTOR & COO (+3 more) | — |
| KAISER ROBERT F | EXECUTIVE DIRECTOR, VP OF INSTITUTIONAL SALES; SHAREHOLDER | — |
| BRAND SARAH KAISER | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/25586/brochure
- Similar advisers: https://search.stillhousedata.com/firm/25586/similar
- Related entities: https://search.stillhousedata.com/firm/25586/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/25586

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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.