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Also director in the 25% to 50% ownership band and a control person, since April 2024. 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They include 60 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Northside Capital Management offer?","answer":"Northside Capital Management provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Northside Capital Management charge?","answer":"Northside Capital Management charges 0.25%–0.75% a year for its Asset-Based Fees. Each asset band is charged at its own rate. The fee is billed in advance.","source":"2025-03 NORTHSIDE FIRM BROCHURE AND SUPPLEMENT, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Northside Capital Management use?","answer":"Northside Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $1.21B and National Financial Services LLC (Boston, MA), with $840M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Northside Capital Management have?","answer":"Northside Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 17 employees, and 9 perform investment advisory functions. 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 Northside Capital Management invest in?","answer":"At the end of its last fiscal year, Northside Capital Management’s separately managed accounts held 45% other, 26% exchange-traded equities, 16% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% high-yield corporate bonds. The 45% other category is described as: Alternative Investments, Hedge Funds, Private Equity Type Investments Not Held in A Brokerage Account.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Northside Capital Management?","answer":"Northside Capital Management is owned through a chain of holding companies by Markel Group, Inc. Its direct owners are Donald Dewolfe, Northside Employee Holdings, LLC, Morris Cheston, Rosemont Investment Group, LLC, Dewolfe Trust and Eva Dewolfe, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Northside Capital Management get paid?","answer":"Northside Capital Management is paid through a percentage of assets under management and fixed fees. 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