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1854 Capital Management

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Seattle
CRD Number
Website 1854capitalmanagement.com
Client types

Overview

1854 Capital Management is a boutique wealth advisory firm based in Bellingham, Washington, serving families across the Northwest. It promotes a holistic approach combining retirement planning, tax strategy, and investment management under one coordinated plan. The firm emphasizes “skin in the game” by investing alongside clients and aims to serve multiple generations of families. Through its affiliation with &Partners, it provides access to institutional-level support, custodial infrastructure, and advisory capabilities. Its focus is on delivering thoughtful advice in everyday language, preserving capital while growing wealth over the long term.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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