{"url":"https://nivawealth.com/firms/northern-capital-management-111379","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111379","regulatoryAum":918205708,"crd":"111379","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4664622","suffix":null,"lastName":"CHASE","firstName":"MOLLY","middleName":"JO"},{"crd":"5007827","suffix":null,"lastName":"HAIL","firstName":"LAURA","middleName":"ELIZABETH"},{"crd":"4419768","suffix":null,"lastName":"HOLLOWAY","firstName":"DAVID","middleName":"B"},{"crd":"7793019","suffix":null,"lastName":"Jones","firstName":"Logan","middleName":"Gregory"},{"crd":"7967515","suffix":null,"lastName":"Killinger","firstName":"Ethyn","middleName":"J"},{"crd":"7609878","suffix":null,"lastName":"PAUKERT","firstName":"EMILY","middleName":"JEAN"},{"crd":"7963857","suffix":null,"lastName":"Porras","firstName":"Matthew","middleName":"Antonio"},{"crd":"2710539","suffix":null,"lastName":"SILVA","firstName":"LAURIE","middleName":"JO"},{"crd":"3042903","suffix":null,"lastName":"WARNER","firstName":"MICHELLE","middleName":"LYNN"},{"crd":"1771833","suffix":null,"lastName":"WILSON","firstName":"JAMES","middleName":"KARL"}],"total":10,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-25","regulatoryAum":341587335,"clients":681,"employees":9,"offices":1},{"filedOn":"2022-03-25","regulatoryAum":388356058,"clients":691,"employees":10,"offices":2},{"filedOn":"2023-03-23","regulatoryAum":340167135,"clients":688,"employees":11,"offices":2},{"filedOn":"2024-03-20","regulatoryAum":390992420,"clients":696,"employees":11,"offices":2},{"filedOn":"2025-07-24","regulatoryAum":462159064,"clients":714,"employees":11,"offices":2},{"filedOn":"2026-09-30","regulatoryAum":918205708,"clients":739,"employees":11,"offices":2}],"secFileNumber":"801-44942","legalName":"Northern Capital Management, Inc.","displayName":"Northern Capital Management","slug":"northern-capital-management-111379","website":"https://northernwelcome.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/111379/d4948d40b565ad77-r1.webp","tone":"dark","width":750,"height":200,"sourceUrl":"https://northernwelcome.com","sourceLabel":"Northern Capital Management, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"1992","organization":"Washington corporation","fiscalYearEnd":"December","headquarters":{"street":"2700 South Southeast Boulevard, Suite 205","city":"Spokane","state":"WA","stateName":"Washington","country":"United States","postalCode":"99223-4984"},"tradeNames":[],"registration":{"secApproved":"5 November 1993","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":786453.7152974504,"staff":{"employees":11,"advisory":8,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":918205708,"discretionary":916381421,"discretionaryAccounts":1863,"nonDiscretionary":1824287,"nonDiscretionaryAccounts":3,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":8},"clientTypes":[{"label":"Individuals (other than HNW)","clients":558,"regulatoryAum":147417959},{"label":"High-net-worth individuals","clients":148,"regulatoryAum":407818364},{"label":"Pension and profit-sharing plans","clients":21,"regulatoryAum":348715568},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":2886763},{"label":"Corporations and other businesses","clients":12,"regulatoryAum":11367054}],"feePrograms":[{"role":"main","program":"Individual Clients Standard Fee Schedule","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059725","versionId":1059725,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-09-30","documentName":"2026-09-30 NCM (ADV PART 2A BROCHURE)","fee_rate_low":0.75,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Fixed Fee","summary":"Financial planning is a fixed fee based on scope, with a stated range of $1,500 to $3,000; 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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Northern Capital Management invest in?","answer":"At the end of its last fiscal year, Northern Capital Management’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 10% U.S. government and agency bonds, 2% exchange-traded equities, 1% cash and equivalents and 1% other. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}