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NORTHERN CAPITAL RETIREMENT SERVICES, INC.
CRD 163327File 801-77836
APPROVED
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$304.2M
Below cohort median (national)
Discretionary AUM
$304.2M
Clients
21
21 accounts
Employees
11
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 2, 2013
- Principal office
- 2700 S SOUTHEAST BOULEVARD, SUITE 205, SPOKANE, WA, 99223
- Phone
- 509-456-2526
- Website
- HTTPS://NORTHERNWELCOME.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $304.2M
- Discretionary AUM
- $304.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 21
- Non-discretionary accounts
- 0
- Total accounts
- 21
- AUM per client
- $14.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 21 | $304.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.