Northside Capital Management LLC
● SEC registered since 1998CRD 107784SEC# 801-56071Hood River, OR
Reg. AUM
$6.94B
Employees
17
Accounts
757
Location
Hood River, OR
Northside Capital Management LLC assets under management
Northside Capital Management LLC is an SEC-registered investment adviser based in Hood River, OR. The firm has been registered since 1998. It reports $6.9 billion in regulatory assets under management and employs 17 people.
Northside Capital Management LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dewolfe Trust Control | Class A Member | 25-50% | 2024 |
| Donald James Dewolfe Control | Co-Trustee Dewolfe Trust | 25-50% | 2024 |
| Donald James Dewolfe Control | Director | 25-50% | 2024 |
| Eva Betty Dewolfe | Co-Trustee Dewolfe Trust | 25-50% | 2024 |
| John Hugh Phillips Control | Chief Compliance Officer | Under 5% | 2004 |
| Morris Cheston Control | Director | 5-10% | 2024 |
| Northside Employee Holdings, LLC | Class B Member | 10-25% | 2019 |
| Rosemont Investment Group, LLC Control | Class A Member Director | 25-50% | 2024 |
| Donald James Dewolfe Control | Manager; Class V Member | Over 75% | 2019 |
| Markel Group, Inc. Control | Member | Over 75% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Northside Capital Management LLC manage?
Northside Capital Management LLC reports $6.9 billion in regulatory assets under management on its Form ADV.
How many employees does Northside Capital Management LLC have?
Northside Capital Management LLC reports 17 employees.
Where is Northside Capital Management LLC located?
Northside Capital Management LLC is based in Hood River, OR and has been SEC-registered since 1998.
Does Northside Capital Management LLC disclose fund performance?
Northside Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 116 3rd Street, Suite 313, Hood River, OR 97031 |
| Phone | 541-387-2080 |
| Fax | 503-296-2110 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$6.94B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$6.94Bregulatory AUM
Discretionary $2.09BNon-discretionary $4.85B