← Directory
NORTHWEST CAPITAL MANAGEMENT INC.
Legal name: NORTHWEST CAPITAL MANAGEMENT INC
CRD 108091File 801-56420
APPROVED
Retail clients
Custody
Filing as of May 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.52B
Top 10% of cohort (national)
Discretionary AUM
$92.4M
Non-discretionary $8.43B
Clients
203
301 accounts
Employees
11
Top 10% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 14, 1999
- Principal office
- 1 CENTERPOINTE DRIVE, SUITE 115, LAKE OSWEGO, OR, 97035
- Phone
- 503-597-1616
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.52B
- Discretionary AUM
- $92.4M
- Non-discretionary AUM
- $8.43B
- Discretionary accounts
- 141
- Non-discretionary accounts
- 160
- Total accounts
- 301
- AUM per client
- $42.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $4.4M |
| Charitable organizations | 1 | $169K |
| High net worth individuals | 56 | $74.6M |
| Pension and profit sharing plans | 81 | $4.91B |
| State or municipal government entities | 25 | $3.52B |
| Individuals (other than high net worth individuals) | 37 | $8.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.