HELM CAPITAL MANAGEMENT LLC
DBA: HELM CAPITAL MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $400.8M |
| Discretionary | $400.8M100% of AUM |
| Client Accounts | 154 |
| Avg Account Size | $2.6M |
| Employees | 1 |
| Peak AUM | $400.8MMar 2026 |
| AUM CAGR | +13.4% /yrover 20 yrs · 30 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $401M | +97.3% | +34.7% | +20.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $400.8M |
| Discretionary | $400.8M |
| Employees | 1 |
| Client Accounts | 154 |
Contact & Location
Address
1904 THIRD AVENUE, SUITE 325
SEATTLE WA 98101
Phone
206-654-6200
Filing History
30 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$401M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported