NORTHWEST CAPITAL MANAGEMENT INC.

RIASEC RegisteredEst. 1999

Total AUM

$8.5B

Discretionary

$92.4M

1% of AUM

Avg account

$28.3M

Accounts

301

Employees

Advisory reps

Firm details

Headquarters: LAKE OSWEGO, Oregon
CRD number: 108091
Registered since: May 14, 1999
Website: www.nwcm.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, VOYA FINANCIAL ADVISORS, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans57.67%
State / Municipal Government41.3%
HNWI0.88%
Individuals0.1%
Corporations / Businesses0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Northwest Capital Management Inc. is an independent registered investment adviser and self-described capital allocator that serves both individuals/families and institutional clients. The firm offers financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational seminars or workshops. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Northwest Capital Management is affiliated with broker-dealers, other investment advisers and an insurance company, and it does not position itself as an active ESG investor. The firm was named to Citywire’s "50 Growers Across America" list in 2024, indicating external recognition for growth-oriented activity.