Puget Sound Capital Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
13
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$0
About
Puget Sound Capital Services provides investment advice exclusively to institutional issuers and borrowers of tax-exempt and taxable debt, including state and local government entities. The firm’s services focus on investing bond proceeds and similar funds in instruments such as government securities, bank deposit products, commercial paper, corporate debt, investment agreements, collateralized repurchase agreements, and forward purchase agreements.
Investment recommendations are developed on a case-by-case basis to reflect legal constraints in governing transaction documents and the client’s objectives, working with stakeholders such as bond counsel, trustees, and credit enhancers to balance safety, yield, and liquidity. The firm does not actively manage client assets, does not take discretionary trading authority, and relies on trustees and investment providers for execution and custody.
Distinctive aspects include serving municipal and other institutional debt issuers rather than retail or individual clients and not offering portfolio management for individuals or charging fees based on a percentage of assets under management. The firm also discloses referral arrangements for institutional deposit programs (including Federally Insured Cash Account and Institutional Cash Account options) as liquidity alternatives alongside its tailored structured investment offerings.
Client services
Expertise
Occupation focus
Fee options
Minimum fee: Lesser of 0.20% of the computational base for each fund invested or $51,000.00 for 2026 (with annual inflation adjustment) Fee-only: Fees are based on a percentage of the computational base as described, no commissions or other fees mentioned
Main office location
Puget Sound Capital Services LLC
Seattle WA, United States
Number of offices
1
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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