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| North Capital Inc
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|---|---|
| CRD # | 148802 |
| SEC # | 801-110598 |
| CIK # | 0002065938 |
| AUM | 365.8 M (2026-05-05) |
| Employees | 12 (50% Investors, 83% Brokers) |
| Fees | |
| Minimum | |
| Phone | 88862577681 |
| Address | 623 E Fort Union Blvd Salt Lake City, UT 84047 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.0 | ||
| Alphabet Inc | 2.2 | ||
| UBS AG | 1.9 | ||
| Amazon Com Inc | 1.7 | ||
| Alphabet Inc | 1.6 | ||
| Facebook Inc | 1.3 | ||
| Microsoft Corp | 1.3 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Broadcom Inc | 1.1 | ||
| Intel Corp | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 22.4 |
| (b) Individuals (high net worth individuals) | 51 | 246.4 |
| (c) Banking or thrift institutions | 1 | 7.2 |
| (d) Investment companies | 1 | 66.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 12.7 |
| (h) Charitable organizations | 3 | 6.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 550 | 365.8 |
| By Discretionary | ||
| Discretionary | 525 | 343.0 |
| Non-Discretionary | 25 | 22.8 |
| Total | 550 | 365.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 365.8 | |
| Total | 550 | 365.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002065938] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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|
Tealwood Asset Management Inc
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|
Beaumont Asset Management LLC
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|
Regimen Wealth LLC
✚
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