Northern Capital Management, Inc.
● SEC registered since 1993CRD 111379SEC# 801-44942Spokane, WA
Reg. AUM
$526.7M
Employees
11
Accounts
1,855
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 $526.7 million in regulatory assets under management and employs 11 people.
Northern Capital Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Karl Wilson Control | Managing Partner/President/Cfo | Over 75% | 1992 |
| Jennifer Lynn Isotalo Control | Chief Operations Officer | Under 5% | 2020 |
| Laurie Jo Silva Control | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Northern Capital Management, Inc. manage?
Northern Capital Management, Inc. reports $526.7 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
| Address | 2700 South Southeast Boulevard, Suite 205, Spokane, WA 99223-4984 |
| Phone | 509-456-2526 |
| Fax | 509-456-2550 |
| Office hours | 8:00 a.m.-4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 913239 |
| Discloses disciplinary history | No |
Regulatory AUM
$526.7M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$526.7Mregulatory AUM
Discretionary $526.3MNon-discretionary $427K