Northfort Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 143916
- Registered since
- March 20, 2026
- Website
- northfortfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Northfort Financial, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses alongside insurance brokerage services. Its fee model combines asset-based fees with fixed fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or pension consultant. The FINTRX snapshot notes SEC registration in 2026 and indicates the adviser is not multi-state or a related 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
- Exchange Traded Equities74%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents12%
Contacts
3 of 3
Keith Mcdonald
PresidentCRD 1314687
Kyler Baird
Operations AssociateCRD 7926008
Patrick Briskey
Financial Advisor and PresidentCRD 2869408
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Shea Financial Advisors
RIAVantage Financial Group
RIAAuburn, CA
Bruckmann, Rosser, Sherrill & Co, Management, L.P.
RIANew York, NY
Cardinal Advisers LLC
RIAHMS Financial Services, LLC
RIAColumbia, SC