# Helmsman Financial Group

Helmsman Financial Group is a Bank / Wealth / Trust based in Woodinville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Woodinville, United States
- **Region:** North America
- **Address:** Woodinville, WA, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** helmsmanfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/helmsman-financial-group

## Regulatory record

- **CRD number:** 113780
- **SEC file number:** 801-113375
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-19T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/113780

## About

Founded in 1998 and headquartered in Woodinville, Washington, Helmsman Financial Group is a registered investment advisor serving a private client base that includes individuals, trusts, estates, and non-individual entities. The firm constructs and manages portfolios on a discretionary basis, with a service model oriented toward multi-generational wealth stewardship rather than institutional capital aggregation. Helmsman's investment posture is rooted in traditional asset allocation — deploying client capital across publicly traded equities, fixed income, and cash-equivalent instruments — with a registered investment advisor structure that gives the firm direct fiduciary responsibility. The geographic focus is domestic, concentrated in the greater Seattle metropolitan area. The firm does not publish AUM totals, firmwide professional headcount, or named investment principals on its public website — a posture consistent with a closely held advisory practice that grows through local reputation rather than national marketing. No adjacent vehicles, philanthropic foundations, or institutional co-investment platforms are publicly associated with the firm. Helmsman's structural differentiator is its longevity as a regulated RIA in a suburban Seattle market — a durable, low-profile fiduciary model that predates the RIA consolidation wave and operates without private-equity backing or platform affiliation. That independence shapes the firm's investment discretion and client relationship dynamics in ways that scaled roll-up firms often cannot replicate.

## Related profiles

- [Hellman Foundation](https://altss.com/profile/hellman-foundation)
- [Helsana Group](https://altss.com/profile/helsana-group)

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Last updated: 2026-08-11T02:43:31.692Z

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