| Name | Title | Ownership | Since |
|---|---|---|---|
| James Patrick Dowd Control | President, Cio | Under 5% | 2008 |
| Joseph Carl Anderson | Chief Compliance Officer | Under 5% | 2024 |
| North Capital Investment Technology, Inc. Control | Owner | Over 75% | 2019 |
North Capital, Inc. reports $292.6 million in regulatory assets under management on its Form ADV.
North Capital, Inc. reports 12 employees.
North Capital, Inc. is based in Salt Lake City, UT and has been SEC-registered since 2017.
North Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 623 E Fort Union Blvd., Suite 101, Salt Lake City, UT 84047 |
| Phone | 888-625-7768 X1 |
| Fax | 801-210-7851 |
| Office hours | 8:30 a.m. - 6:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2065938 |
| Discloses disciplinary history | No |
| Discretionary | $260.4M |
| Non-discretionary | $32.2M |
| Total (RAUM) | $292.6M |