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Bryan Shipley

Chief Investment Officer at Coldstream Capital Management

Investment adviser registrationPortland, ORSEC record checked 18 October 2026

3
Years in the industry
2
Years at the firm
2
Adviser firms
0
State registrations

IAPD record retrieved 18 October 2026SEC record

Bryan Shipley is Chief Investment Officer of Coldstream Capital Management Inc, a Bellevue investment adviser managing $13.9B. Bryan Shipley has been registered through Coldstream Capital Management since 10 July 2024 and has 3 years in the industry across 2 firms.

Role at Coldstream Capital Management

Title on Schedule A
Chief Investment Officer
Control
Bryan Shipley is not a control person of Coldstream Capital Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Bryan Shipley has held the filed role since January 2025.

The firm

Coldstream Capital Management Inc
Bellevue, WA

Form ADV filed 19 August 2026

$13.9B AUM4,386 clients166 advisers10 offices

Career on record

Bryan Shipley has been registered through Coldstream Capital Management since July 2024.

Firms and exams, newest first
  1. Coldstream Wealth ManagementCurrent
    – present · 2 years
    Portland, OR · Adviser representative · Firm CRD 108805
  2. Arnerich Massena, Inc.
    – · 1 year
    Portland, OR · Adviser representative · Firm CRD 116395

Registrations and exams

Bryan Shipley has a current investment-adviser registration and has passed 0 qualifying exams.

Examinations

No examinations are on Bryan Shipley’s record.

Individual record

Full name
Bryan Paul Shipley
CRD
6764785
Firm
Coldstream Capital Management Inc
Registration status
Investment adviser registration
Office
650 NE Holladay St, #1500, Portland, OR 97232
Firm bio
coldstream.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Bryan Shipley serves as Coldstream’s chief investment officer and works with endowment and foundation clients. Official firm biography

Education

  • He holds a Bachelor of Science in business administration with a concentration in finance from Western Washington University.Official firm biography

Common questions

Where does Bryan Shipley work?

Bryan Shipley has been Chief Investment Officer of Coldstream Capital Management Inc since January 2025.

Source: Form ADV, Schedule A, filed 19 August 2026

Is Bryan Shipley a financial advisor?

Yes. Bryan Shipley has a current investment-adviser registration, through Coldstream Capital Management since July 2024, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Bryan Shipley have?

Bryan Shipley has worked in the financial industry for 3 years as of 18 October 2026, counted from 29 June 2023, across 2 adviser firms.

Source: IAPD individual record, checked 18 October 2026

Where is Bryan Shipley based?

Bryan Shipley’s registered office is in Portland, OR.

Source: IAPD individual record, checked 18 October 2026

Leadership at Coldstream Capital Management

Sources

  1. IAPD individual record, CRD 6764785. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Coldstream Capital Management Inc, filed 19 August 2026. Title, control and ownership bands.
  3. Coldstream Capital Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Bryan Shipley or Coldstream Capital Management Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.