Firm profile

NORTHSIDE CAPITAL MANAGEMENT LLC

HOOD RIVER, ORCRD 107784Latest ADV March 30, 2026

Northside Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hood River, OR. Its latest Form ADV filing, dated March 30, 2026, reports $6.9B in regulatory assets under management, 17 employees, 3 offices, and 757 accounts.

Assets Under Management
$6.9B
Employees
17
Offices
3 offices
Total Clients
60
Primary office
HOOD RIVER, OR
116 3RD STREET, SUITE 313, HOOD RIVER, OR, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJohn H. Phillips

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
60

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$6.9Bas of March 30, 2026
Discretionary30.1%
$2.1B
30% of total RAUM30.1%
Non-discretionary69.9%
$4.9B
70% of total RAUM69.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$6.9B
Total Accounts757
10Y AUM Change+$2.4B (+51.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees17
Clients per Employee4:1
10Y Employee Change+6 (+54.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.