Northern Monarch Capital LLC

Overview

Northern Monarch Capital LLC is an independent, individually owned registered investment adviser that serves primarily individuals and family clients. The firm’s advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements mix percentage-of-assets and hourly charges, indicating they manage ongoing portfolios while taking on project-based planning engagements. Investment activity shows a clear tilt toward equities. The firm prefers exchange-traded instruments and appears to construct portfolios using a combination of liquid, tradable exposure and separately managed account structures. Northern Monarch Capital is not identified as an active ESG investor, and it is not presented as a newly formed or multi-state adviser, though its footprint covers more than one state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices