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| Happy Holidays!! thanks for using AUM13F!! |
| Northern Capital Management Inc
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| CRD # | 111379 |
| SEC # | 801-44942 |
| CIK # | 0001781760, 0000312955, 0000913239, 0001581794 |
| AUM | $462.2 M (2025-07-24) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 509-456-2526 |
| Address | 2700 South Southeast Boulevard Spokane, WA 99223-4984 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.5 | ||
| Johnson & Johnson | 3.1 | ||
| Apple Inc | 2.8 | ||
| Amazon Com Inc | 1.6 | ||
| First Interstate Bancsystem Inc | 1.5 | ||
| Costco Wholesale Corp /NEW | 1.1 | ||
| Nvidia Corp | 1.0 | ||
| Alphabet Inc | 0.7 | ||
| Aon Corp | 0.6 | ||
| Chevron Corp | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 571 | 136.1 |
| (b) Individuals (high net worth individuals) | 132 | 317.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 6.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,819 | 462.2 |
| By Discretionary | ||
| Discretionary | 1,817 | 461.7 |
| Non-Discretionary | 2 | 0.4 |
| Total | 1,819 | 462.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 461.6 | |
| Total | 1,819 | 462.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000312955] | |
| 13F-HR | [0001581794] | |
| 3 | [0001781760] | |
| 4 | [0001781760] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Loop Industries, Inc. | |
| Northern Private Capital Ltd. |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Northern Capital Management Inc
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|
WA | 0.5 |
|
Northern Capital Retirement Services Inc
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|
WA | 0.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Paradigm Wealth Advisory LLC
✚
|
NJ | 0.5 |
|
Brite Advisors USA Inc
✚
|
NY | 0.5 |
|
Peirce Park Group Inc
✚
|
PA | 0.5 |
|
Ategenos Capital LLC
✚
|
PA | 0.5 |
|
New Capital Management LP
✚
|
TX | 0.5 |
|
White Pine Investment Company
✚
|
MI | 0.5 |
|
SPG Advisors LLC
✚
|
WA | 0.5 |
|
Stewardship Advisors LLC
✚
|
PA | 0.5 |
|
Persium Advisors LLC
✚
|
GA | 0.5 |
|
Clark Financial Services Group Inc
✚
|
MO | 0.5 |