Northern Capital Retirement Services, Inc.
● SEC registered since 2013CRD 163327SEC# 801-77836Spokane, WA
Reg. AUM
$304.2M
Employees
11
Accounts
21
Location
Spokane, WA
Northern Capital Retirement Services, Inc. assets under management
Northern Capital Retirement Services, Inc. is a registered investment adviser overseen by the SEC based in Spokane, WA. The firm has been registered since 2013. It reports $304.2 million in regulatory assets under management and employs 11 people.
Northern Capital Retirement Services, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Karl Wilson Control | Managing Partner/President/Cfo | Over 75% | 2012 |
| 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 Retirement Services, Inc. manage?
Northern Capital Retirement Services, Inc. reports $304.2 million in regulatory assets under management on its Form ADV.
How many employees does Northern Capital Retirement Services, Inc. have?
Northern Capital Retirement Services, Inc. reports 11 employees.
Where is Northern Capital Retirement Services, Inc. located?
Northern Capital Retirement Services, Inc. is based in Spokane, WA and has been SEC-registered since 2013.
Does Northern Capital Retirement Services, Inc. disclose fund performance?
Northern Capital Retirement Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2700 S Southeast Boulevard, Suite 205, Spokane, WA 99223 |
| Phone | 509-456-2526 |
| Fax | 509-456-2550 |
| Office hours | 8 a.m. To 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$304.2M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$304.2Mregulatory AUM
Discretionary $304.2M