Rise North Capital Investment Advisors

Overview

Rise North Capital Investment Advisors LLC operates as an independent, privately owned registered investment adviser and describes itself as a capital allocator serving individual and family clients. The firm charges fees based on a percentage of assets under management and may also use fixed fees for certain services. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars and workshops. Rise North reports multi-state activity, is not an active ESG investor, and notes an industry affiliation with an insurance company. The firm identifies as a capital allocator that blends third‑party manager commitments with in‑house portfolio construction. It is set up to coordinate external managers as part of client solutions and provides ongoing advisory and educational services for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices