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| Happy Holidays!! thanks for using AUM13F!! |
| North Capital Inc
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| CRD # | 148802 |
| SEC # | 801-110598 |
| CIK # | 0002065938 |
| AUM | $292.6 M (2025-06-27) |
| Employees | 12 (50% Investors, 83% Brokers) |
| Phone | 88862577681 |
| Address | 623 E Fort Union Blvd Salt Lake City, UT 84047 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002065938 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.9 | ||
| Facebook Inc | 1.7 | ||
| Microsoft Corp | 1.7 | ||
| UBS AG | 1.7 | ||
| Amazon Com Inc | 1.4 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Alphabet Inc | 1.0 | ||
| Broadcom Inc | 0.8 | ||
| Alphabet Inc | 0.8 | ||
| Verizon Communications Inc | 0.7 | ||
| Home Depot Inc | 0.6 | ||
| American Express Co | 0.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 28.9 |
| (b) Individuals (high net worth individuals) | 45 | 204.2 |
| (c) Banking or thrift institutions | 0 | 7.1 |
| (d) Investment companies | 1 | 33.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.8 |
| (h) Charitable organizations | 0 | 6.8 |
| (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 | 0 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 642 | 292.6 |
| By Discretionary | ||
| Discretionary | 612 | 260.4 |
| Non-Discretionary | 30 | 32.2 |
| Total | 642 | 292.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.6 | |
| Total | 642 | 292.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002065938] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Centerline Wealth Advisors LLC
✚
|
KY | 0.3 |
|
Post Resch Tallon Group Inc
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|
NY | 0.3 |
|
Key Capital Management Inc
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TN | 0.3 |
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Triton Financial Group Inc
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OK | 0.3 |
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Nicholson Meyer Capital Management Inc
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MO | 0.3 |
|
Optima Capital LLC
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OR | 0.3 |
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WFG Capital Advisors LLC
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|
AL | 0.3 |
|
Panoramic Investment Advisors LLC
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|
CO | 0.3 |
|
Advisors Financial Inc
✚
|
VA | 0.3 |
|
Quarry Hill Advisors LLC
✚
|
MN | 0.3 |