Binnacle Investments, Inc.
- Regulatory AUM
- $264M
- Discretionary
- $264M
- Clients
- 354
- Avg AUM / client
- $746K
- Accounts
- 885
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 220 | $43.6M | 16.5% |
| High net worth individuals | 130 | $215M | 81.6% |
| Charitable organizations | 4 | $5.1M | 1.94% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Paul Wiltse | Director | Apr 2021 (5y) | 50% – 75% | |
| Matthew Scott Onstot | Director And Chief Compliance Officer | CFP | Apr 2021 (5y) | 50% – 75% |
| Connor Austin Peck | Registered representative | CFP | May 2021 (5y) | |
| Brian Lee Blankenburg | Registered representative | Feb 2022 (4y) | ||
| Drake Matthew Ellgren | Registered representative | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 935 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Sei Investments Distribution Co. $259M (98% of AUM) May 2026
- SEI Private Trust $143M (94% of AUM) Apr 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗