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They include 1,023 high-net-worth individuals, 259 individual clients, and 57 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Badgley Phelps Wealth Managers offer?","answer":"Badgley Phelps Wealth Managers provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Badgley Phelps Wealth Managers charge?","answer":"Badgley Phelps Wealth Managers charges 0.50%–0.90% a year for its Standard advisory fee schedule. The fee is negotiable and requires an account of at least $1,000,000.","source":"BADGLEY PHELPS WEALTH MANAGERS, LLC ADV PART 2A BROCHURE 03/31/2026, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Badgley Phelps Wealth Managers use?","answer":"Badgley Phelps Wealth Managers’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $5.67B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Badgley Phelps Wealth Managers have?","answer":"Badgley Phelps Wealth Managers has 26 investment adviser representatives registered with state securities authorities, out of 45 employees, and 26 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Badgley Phelps Wealth Managers invest in?","answer":"At the end of its last fiscal year, Badgley Phelps Wealth Managers’ separately managed accounts held 71% exchange-traded equities, 10% state and local bonds, 9% investment grade corporate bonds, 6% cash and equivalents and 4% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Badgley Phelps Wealth Managers have a minimum investment?","answer":"Yes, Badgley Phelps Wealth Managers’ minimum account size for its Standard advisory fee schedule is $1M.","source":"BADGLEY PHELPS WEALTH MANAGERS, LLC ADV PART 2A BROCHURE 03/31/2026, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Badgley Phelps Wealth Managers?","answer":"Badgley Phelps Wealth Managers is owned through a chain of holding companies by Ferdinand FFP Ultimate Holdings, LP, Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton Dubilier & Rice Fund Xii, L.P. Its direct owners are Focus Operating, LLC (75% or more) and CD&R Ferdinand Holdings, L.P. (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Badgley Phelps Wealth Managers get paid?","answer":"Badgley Phelps Wealth Managers is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Badgley Phelps Wealth Managers registered with the SEC?","answer":"Yes, Badgley Phelps Wealth Managers has been registered with the SEC as an investment adviser since 26 July 2021. 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