Northern Capital Management, Inc.

RIASEC RegisteredEst. 1993

Total AUM

$527M

Discretionary

$526M

100% of AUM

Avg account

$284K

Accounts

1,855

Employees

11

Advisory reps

11

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

FINTRX

Overview

Northern Capital Management, Inc. is an independent, SEC-registered registered investment adviser that has operated since 1993 and is owned by an individual. The firm serves both individual/family and institutional clients and charges fees via a mix of percentage-of-AUM arrangements, fixed fees and other fee structures. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting-type services, and client education through newsletters and seminars. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds81%
US Government Bonds13%
Exchange Traded Equities3%
Cash & Cash Equivalents2%
Other1%

Owners & executives

2 of 2

Michelle Warner
Chief Executive Officer & Chief Compliance OfficerCRD 3042903
Jennifer Isotalo
Chief Operations OfficerCRD 5265053

Contacts

3 of 9

Ethyn Killinger
Retirement Plan RepresentativeCRD 7967515
Laurie Silva
NCRS Department ManagerCRD 2710539
Molly Chase
Trading Department ManagerCRD 4664622

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 22

Active vs passive

$219M in ETFs

Passive

100%

$219M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)	Schwab	Passive	Large Growth	$60.2M	1,779,876	27.49%

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Primary office

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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