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| Northern Capital Management Inc
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|---|---|
| CRD # | 111379 |
| SEC # | 801-44942 |
| CIK # | 0000312955, 0001781760, 0001581794, 0000913239 |
| AUM | 526.7 M (2026-03-12) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 509-456-2526 |
| Address | 2700 South Southeast Boulevard Spokane, WA 99223-4984 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 4.9 | ||
| Glacier Bancorp Inc | 3.9 | ||
| Apple Inc | 3.5 | ||
| Microsoft Corp | 2.9 | ||
| First Interstate Bancsystem Inc | 1.7 | ||
| Amazon Com Inc | 1.7 | ||
| Nvidia Corp | 1.3 | ||
| Costco Wholesale Corp /NEW | 1.2 | ||
| Alphabet Inc | 1.2 | ||
| Chevron Corp | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 577 | 143.8 |
| (b) Individuals (high net worth individuals) | 142 | 374.0 |
| (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 | 2.6 |
| (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 | 13 | 6.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,855 | 526.7 |
| By Discretionary | ||
| Discretionary | 1,853 | 526.3 |
| Non-Discretionary | 2 | 0.4 |
| Total | 1,855 | 526.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 525.8 | |
| Total | 1,855 | 526.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000312955] | |
| 13F-HR | [0001581794] | |
| 3 | [0001781760] | |
| 4 | [0001781760] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 8 |
| Serves | Institutional, Retail, Research |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| First American Group Inc | |
| Northern Private Capital Ltd |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
First American Group Inc LOOP
Common Stock, par value $0.0001 per share
|
2019-11-05 | Other | 40,000 |
| Related Firms | State | AUM |
|---|---|---|
|
Northern Capital Management Inc
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|
WA | 526.7 M |
|
Northern Capital Retirement Services Inc
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|
WA | 304.2 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Consultiva Wealth Management Corp
✚
|
PR | 532.7 M |
|
White Pine Investment Company
✚
|
MI | 532.3 M |
|
Titan Retirement Advisors LLC
✚
|
TX | 531.0 M |
|
Trinity Portfolio Advisors LLC
✚
|
TX | 530.5 M |
|
Rosecap Investment Advisors LLC
✚
|
CO | 527.5 M |
|
Retirement Wellness Group LLC
✚
|
CA | 526.6 M |
|
Alaethes Wealth LLC
✚
|
526.4 M | |
|
Park Edge Advisors LLC
✚
|
OH | 522.5 M |
|
Kingdom Financial Group LLC
✚
|
AZ | 520.9 M |
|
Zuraw Financial Advisors LLC
✚
|
NC | 519.9 M |