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NORTHERN CAPITAL MANAGEMENT, INC.
CRD 111379File 801-44942
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$526.7M
Above cohort median (national)
Discretionary AUM
$526.3M
Non-discretionary $427K
Clients
732
1,855 accounts
Employees
11
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 5, 1993
- Principal office
- 2700 SOUTH SOUTHEAST BOULEVARD, SUITE 205, SPOKANE, WA, 99223-4984
- Phone
- 509-456-2526
- Website
- HTTPS://NORTHERNWELCOME.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $526.7M
- Discretionary AUM
- $526.3M
- Non-discretionary AUM
- $427K
- Discretionary accounts
- 1,853
- Non-discretionary accounts
- 2
- Total accounts
- 1,855
- AUM per client
- $720K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $6.3M |
| Charitable organizations | Fewer than 5 | $2.6M |
| High net worth individuals | 142 | $374.0M |
| Individuals (other than high net worth individuals) | 577 | $143.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FEES, STIPENDS, TRAVEL ACCOMMODATION FOR SPEAKING ENGAGEMENTS
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- 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
- Yes
- Firm Custody Clients
- Yes
- 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.