Northwest Capital Management Inc
● SEC registered since 1999CRD 108091SEC# 801-56420Lake Oswego, OR
Reg. AUM
$8.52B
Employees
11
Accounts
301
Location
Lake Oswego, OR
Northwest Capital Management Inc assets under management
Northwest Capital Management Inc is a registered investment adviser overseen by the SEC based in Lake Oswego, OR. The firm has been registered since 1999. It reports $8.5 billion in regulatory assets under management and employs 11 people.
Northwest Capital Management Inc owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carson Group Holdings, LLC. Control | Direct Owner | Over 75% | 2023 |
| George Burton White Control | President/Director | Under 5% | 2023 |
| John Patrick Pulverenti | Secretary | Under 5% | 2023 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Northwest Capital Management Inc manage?
Northwest Capital Management Inc reports $8.5 billion in regulatory assets under management on its Form ADV.
How many employees does Northwest Capital Management Inc have?
Northwest Capital Management Inc reports 11 employees.
Where is Northwest Capital Management Inc located?
Northwest Capital Management Inc is based in Lake Oswego, OR and has been SEC-registered since 1999.
Does Northwest Capital Management Inc disclose fund performance?
Northwest 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 | 1 Centerpointe Drive, Suite 115, Lake Oswego, OR 97035 |
| Phone | 503-597-1616 |
| Fax | 866-611-9560 |
| Office hours | 8:30 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$8.52B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$8.52Bregulatory AUM
Discretionary $92.4MNon-discretionary $8.43B