RISE NORTH CAPITAL INVESTMENT ADVISORS

RIASEC RegisteredEst. 2025

Total AUM

$50.6M

Discretionary

$50.6M

100% of AUM

Avg account

$124K

Accounts

408

Employees

Advisory reps

Firm details

Headquarters: BRAINTREE, Massachusetts
CRD number: 336740
Registered since: December 8, 2025
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals74.58%
HNWI18.72%
Other6.7%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rise North Capital Investment Advisors LLC is an independent, SEC-registered registered investment adviser (registration year 2025) organized as an LLC and owned by an individual. The firm serves individual and family clients, offering a mix of financial planning and discretionary portfolio management for individuals and small businesses, plus pension consulting, manager selection and client education through seminars and workshops. Rise North describes itself as a capital allocator, which aligns with its practice of placing client assets into third-party managers and pooled vehicles. It is a multi-state adviser and does not identify as an active ESG investor. Fees are charged either as a percentage of assets under management or via fixed-fee engagements.