NORTHSIDE CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- HOOD RIVER, Oregon
- CRD number
- 107784
- Registered since
- December 7, 1998
- Website
- www.northsidecap.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Northside Capital Management LLC is a fee-based investment adviser focused on high-net-worth individuals and families and on business and institutional portfolios. The firm is an SEC-registered adviser since 1998 and operates as a capital allocator that combines direct portfolio management with the selection and oversight of third‑party managers. Its billing mixes percentage-of-AUM and fixed fees, and its advisory services explicitly cover portfolio management for individuals, small businesses and institutions, plus selection of other advisers — indicating regular use of sub‑advisors and outsourced fund managers within client programs. Northside places meaningful emphasis on income and dividend-oriented exposure at the equity level (its largest reported 13F holding is the iShares Select Dividend ETF). The firm has earned industry recognition, including placement on CNBC’s Top 100 Financial Advisory Firms list (2019) and FA Magazine’s Top RIA Firms list (2020), which reflects visibility among national RIA rankings.
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
- Other45%
- Exchange Traded Equities26%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents9%
- US Government Bonds1%
Owners & executives
2 of 2JOHN PHILLIPS
Principal And Chief Compliance OfficerCRD 4266892
DONALD DEWOLFE
Managing Member and Chief Investment OfficerCRD 1073925
Contacts
3 of 6ALANA MAG
Principal, Investment ResearchCRD 4983991
ALEXANDER MCCULLOCH
DirectorCRD 3031547
Eva Dewolfe
TrusteeCRD 7928101
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$319M in ETFs
88%
$282M
5%
$37.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SELECT DIVIDEND ETF (DVY) | BlackRock | Passive | Large Value | $99M | 653,948 | 31.01% |
Location
HOOD RIVER, OR
HOOD RIVER
Location
HOOD RIVER, OR
Headquartered in HOOD RIVER, OR, in the West of the United States.
- Region
- West
- County
- HOOD RIVER
- Address
- 116 3rd St
- Time zone
- PT (UTC-8)
- Office locations
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