Northern Monarch Capital LLC

Overview

Northern Monarch Capital LLC is an independent, owner-operated registered investment adviser that focuses on serving individuals and families. The firm provides traditional wealth management services — financial planning, portfolio management for individuals and small businesses, and pension consulting — and bills clients on a percentage-of-AUM basis with the option of hourly charges for some engagements. The adviser reports no emphasis on ESG investing and is not identified as a capital allocator. The business structure is a limited liability company with a single individual owner. Services are oriented toward fee-based, discretionary portfolio management alongside planning and consulting work, which suggests a hybrid model serving ongoing investment relationships and project-based advisory assignments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices