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William Terry

Independent Director at Saturna Capital

Officer record from the firm’s Form ADVForm ADV filed 28 September 2026

William Terry is Independent Director of Saturna Capital Corporation, a Bellingham investment adviser.

Role at Saturna Capital

Title on Schedule A
Independent Director
Control
William Terry is not a control person of Saturna Capital.
Ownership
An individual ownership band is not available in the source record.
Tenure
William Terry has held the filed role since August 2026.

The firm

Saturna Capital Corporation
Bellingham, WA

Form ADV filed 28 September 2026

$10.5B AUM104 clients12 advisers2 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for William Terry is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
William Terry
CRD
8350003
Firm
Saturna Capital Corporation
Record basis
Form ADV officer listing

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

Common questions

Where does William Terry work?

William Terry has been Independent Director of Saturna Capital Corporation since August 2026.

Source: Form ADV, Schedule A, filed 28 September 2026

Leadership at Saturna Capital

Sources

  1. IAPD individual lookup, CRD 8350003. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Saturna Capital Corporation, filed 28 September 2026. Title, control and ownership bands.

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 William Terry or Saturna Capital Corporation and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.