Northwest Capital Management Inc.

Northwest Capital Management Inc. (CRD# 108091) is a financial advisory firm headquartered in Portland, OR. They manage $3,357,147,919 in 1,033 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,357
    MILLION
  • Total Number of Accounts
    1,033
    ACCOUNTS
  • Average Account Value
    $3,249,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • 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, OR, WA

Financial Advisors at Northwest Capital Management Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Scott A. Rhodes
CRD#: 1389335
601 Union Street, Suite 2600, Seattle, WA 98101
103
Wealthminder
score

Scott Rhodes (CRD# 1389335) is a CFA® charterholder and a principal at Northwest Capital Management Inc. in Seattle.  Scott has over 30 years of experience in the finance industry. This includes almost 20 years as a wealth manager and 10 years as a securities regulator with FINRA.  Scott works with a team of principals at his wealth management firm that combine expertise in:

  • Asset management
  • Tax planning
  • Estate, gifting and legacy succession planning
  • Retirement planning

Scott's firm uses an integrated approach to financial management that focuses on the client's goals and objectives.  As a fee-only investment adviser, he works in an environment free of commissions and conflicts arising from in-house investment products.

2
Joan A. Lintz
CRD#: 4626155
13333 Sw 68th Pkwy, Suite 230, Portland, OR 97223
96
Wealthminder
score

Joan Lintz (CRD# 4626155) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Portland, OR and has over 14 years of experience in the finance industry. Joan Lintz 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
Corrie B. Oliva
CRD#: 4044435
13333 Sw 68th Parkway, Suite 230, Portland, OR 97223
96
Wealthminder
score

Corrie Oliva (CRD# 4044435) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Portland, OR and has over 18 years of experience in the finance industry.

4
Christopher J. Martin
CRD#: 1976283
13333 Sw 68th Pkwy, Suite 230, Portland, OR 97223
93
Wealthminder
score

Christopher Martin (CRD# 1976283) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Portland, OR and has over 27 years of experience in the finance industry.

5
Brent J. Petty
CRD#: 4033087
13333 Sw 68th Pkwy, Suite 230, Portland, OR 97223
93
Wealthminder
score

Brent Petty (CRD# 4033087) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Portland, OR and has over 18 years of experience in the finance industry.

6
Aalok K. Shah
CRD#: 3244464
13333 Sw 68th Pkwy, Suite 230, Portland, OR 97223
93
Wealthminder
score

Aalok Shah (CRD# 3244464) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Portland, OR and has over 16 years of experience in the finance industry.

7
Carrie A. Hepburn
CRD#: 6669044
13333 Sw 68th Pkwy, Suite 230, Portland, OR 97223
87
Wealthminder
score

Carrie Hepburn (CRD# 6669044) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Portland, OR and has 1 year of experience in the finance industry.

8
Ian T. Pileggi
CRD#: 6823610
13333 Sw 68th Pkwy, Suite 230, Portland, OR 97223
87
Wealthminder
score

Ian Pileggi (CRD# 6823610) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Portland, OR and has 1 year of experience in the finance industry.

9
Frederick J. Payne
CRD#: 1290237
13333 Sw 68th Pkwy, Suite 230, Portland, OR 97223
84
Wealthminder
score

Frederick Payne (CRD# 1290237) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Portland, OR and has over 32 years of experience in the finance industry. Frederick Payne 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.

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