Northern Capital Management, Inc.

Northern Capital Management, Inc. (CRD# 111379) is a financial advisory firm headquartered in Spokane, WA. They manage $248,632,927 in 1,669 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    249
    MILLION
  • Total Number of Accounts
    1,669
    ACCOUNTS
  • Average Account Value
    $148,971
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, HI, ID, LA, MT, NE, OR, TX, WA

Financial Advisors at Northern Capital Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
David B. Holloway
CRD#: 4419768
2700 S. Southeast Blvd Suite 205, Spokane, WA 99223
96
Wealthminder
score

David Holloway (CRD# 4419768) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has over 15 years of experience in the finance industry. David Holloway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James K. Wilson
CRD#: 1771833
2700 South Southeast Boulevard, Suite 205, Spokane, WA 99223
96
Wealthminder
score

James Wilson (CRD# 1771833) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has over 28 years of experience in the finance industry. James Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Molly J. Chase
CRD#: 4664622
2700 South Southeast Boulevard, Suite 205, Spokane, WA 99223
93
Wealthminder
score

Molly Chase (CRD# 4664622) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has over 13 years of experience in the finance industry.

4
Joshua H. McLaughlin
CRD#: 4943139
2700 South Southeast Boulevard, Suite 205, Spokane, WA 99223
93
Wealthminder
score

Joshua McLaughlin (CRD# 4943139) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has over 11 years of experience in the finance industry.

5
Sarah J. Miller
CRD#: 4854542
2700 South Southeast Boulevard, Suite 205, Spokane, WA 99223
93
Wealthminder
score

Sarah Miller (CRD# 4854542) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has over 10 years of experience in the finance industry.

6
Michelle L. Warner
CRD#: 3042903
2700 S. Southeast Blvd Suite 205, Spokane, WA 99223
93
Wealthminder
score

Michelle Warner (CRD# 3042903) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has over 11 years of experience in the finance industry.

7
Richard P. Cullen
CRD#: 6092944
2700 South Southeast Boulevard, Suite 205, Spokane, WA 99223
90
Wealthminder
score

Richard Cullen (CRD# 6092944) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has over 3 years of experience in the finance industry.

8
Laura E. Hail Stutzke
CRD#: 5007827
2700 South Southeast Boulevard, Suite 205, Spokane, WA 99223
90
Wealthminder
score

Laura Hail Stutzke (CRD# 5007827) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has over 5 years of experience in the finance industry.

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