Northland Capital Management
Firm details
- Headquarters
- Virginia, Minnesota
- CRD number
- 146452
- Registered since
- April 10, 2020
- Website
- northlandcap.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI57.02%
- Individuals42.34%
- State / Municipal Government0.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Northland Capital Management is an independent LLC wealth advisory firm that registered with the SEC in 2020. The firm serves both individual and family clients as well as institutional relationships, and its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Compensation is primarily a percentage of assets under management, with hourly billing available for specific work. Northland identifies as an active ESG investor and operates under an individual ownership structure rather than as part of a larger network or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds100%
Contacts
3 of 3Julie Johnson
Investment Advisor RepresentativeCRD 6696422
Christopher Erickson
PresidentCRD 2402116
Andrew Rogers
Investment Advisor RepresentativeCRD 7406220
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$218M in ETFs
70%
$153M
24%
$64.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US TREASURY BOND ETF (GOVT) | BlackRock | Passive | Intermediate Government | $37.9M | 1,732,833 | 17.42% |
Location
Virginia, MN
Saint Louis
Location
Virginia, MN
Headquartered in Virginia, MN, in the Midwest of the United States.
- Region
- Midwest
- County
- Saint Louis
- Address
- 401 N 6th Ave
- Time zone
- CT (UTC-6)
- Office locations
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