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 an independent registered investment adviser that has operated since 1998. It serves primarily high-net-worth individuals and families, advising both personal and small-business accounts as well as some institutional or business clients. The firm acts as a capital allocator and employs a mix of percentage-of-AUM and fixed-fee billing. Its advisory services include discretionary portfolio management, non‑discretionary arrangements, and the selection and oversight of third‑party managers. Northside does not identify as an active ESG investor. Northside has been recognized in industry lists, appearing in CNBC’s Top 100 Financial Advisory Firms in 2019 and in Financial Advisor magazine’s Top RIA Firms in 2020.
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
3 of 3
John Phillips
Principal And Chief Compliance OfficerCRD 4266892
Keith Lister
Chief Risk OfficerCRD 4327558
Donald Dewolfe
Managing Member and Chief Investment OfficerCRD 1073925
Contacts
3 of 6
Alana 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 33Active vs passive
$319M in ETFs
89%
$282M
6%
$36.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SELECT DIVIDEND ETF (DVY) | BlackRock | Passive | Large Value | $102M | 651,372 | 31.90% |
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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