NORTHERN CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- SPOKANE, Washington
- CRD number
- 111379
- Registered since
- November 5, 1993
- Website
- northernwelcome.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI71%
- Individuals27.31%
- Corporations / Businesses1.19%
- Charitable Organizations0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Northern Capital Management, Inc. is an independent registered investment adviser organized as a corporation and in operation since at least 1993. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and client education through newsletters and seminars. Its ownership is listed as an individual owner type, and it charges a mix of percentage-of-AUM, fixed fees, and other fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- US Government Bonds13%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- Other1%
Owners & executives
2 of 2MICHELLE WARNER
Chief Executive Officer & Chief Compliance OfficerCRD 3042903
JENNIFER ISOTALO
Chief Operations OfficerCRD 5265053
Contacts
3 of 9Ethyn Killinger
Retirement Plan RepresentativeCRD 7967515
LAURIE SILVA
NCRS Department ManagerCRD 2710539
MOLLY CHASE
Trading Department ManagerCRD 4664622
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$186M in ETFs
100%
$186M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $51.3M | 1,761,124 | 27.59% |
Location
SPOKANE, WA
SPOKANE
Location
SPOKANE, WA
Headquartered in SPOKANE, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- SPOKANE
- Address
- 2700 S Southeast Blvd
- Time zone
- PT (UTC-8)
- Office locations
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