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 acts as a capital allocator for high-net-worth individuals and families. The firm is SEC-registered (initial registration in 1998) and provides fee-based portfolio management for individuals, small businesses and institutional/business clients, as well as manager selection services. Its fee model includes percentage-of-AUM and fixed-fee arrangements. Northside does not identify as an active ESG investor. Industry recognition includes placement on CNBC’s Top 100 Financial Advisory Firms list (2019) and FA Magazine’s Top RIA Firms list (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
Donald Dewolfe
Managing Member and Chief Investment OfficerCRD 1073925
Keith Lister
Chief Risk OfficerCRD 4327558
Contacts
3 of 8
Alexander Mcculloch
DirectorCRD 3031547
Patricia Gooch
PrincipalCRD 1821820
Morris Cheston
DirectorCRD 3193513
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$342M in ETFs
87%
$296M
8%
$46.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SELECT DIVIDEND ETF (DVY) | BlackRock | Passive | Mid Cap Value | $99.1M | 651,393 | 28.97% |
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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