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Northern Capital Management, Inc.

● SEC registered since 1993CRD 111379SEC# 801-44942Spokane, WA
Export (members)
Reg. AUM
$462.2M
Employees
11
Accounts
1,819
Location
Spokane, WA

Northern Capital Management, Inc. assets under management

Northern Capital Management, Inc. is a registered investment adviser overseen by the SEC based in Spokane, WA. The firm has been registered since 1993. It reports $462.2 million in regulatory assets under management and employs 11 people.

Northern Capital Management, Inc. owners & executives

4 reported
NameTitleOwnershipSince
James Karl Wilson ControlManaging Partner/President/CfoOver 75%1992
Jennifer Lynn Isotalo ControlChief Operations OfficerUnder 5%2020
Laurie Jo Silva ControlChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Northern Capital Management, Inc. manage?

Northern Capital Management, Inc. reports $462.2 million in regulatory assets under management on its Form ADV.

How many employees does Northern Capital Management, Inc. have?

Northern Capital Management, Inc. reports 11 employees.

Where is Northern Capital Management, Inc. located?

Northern Capital Management, Inc. is based in Spokane, WA and has been SEC-registered since 1993.

Does Northern Capital Management, Inc. disclose fund performance?

Northern Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2700 South Southeast Boulevard, Suite 205, Spokane, WA 99223-4984
Phone509-456-2526
Fax509-456-2550
Office hours8:00 a.m.-4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK913239
Discloses disciplinary historyNo

Assets under management

Discretionary$461.7M
Non-discretionary$439K
Total (RAUM)$462.2M