LAKE OSWEGO, ORCRD 108091Latest ADV March 30, 2026
Northwest Capital Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated March 30, 2026, reports $8.5B in regulatory assets under management, 11 employee, 1 office, and 301 accounts.
Assets Under Management
$8.5B
Employees
11
Offices
1 office
Total Clients
203
Primary office
LAKE OSWEGO, OR
1 CENTERPOINTE DRIVE, SUITE 115, LAKE OSWEGO, OR, United States
Top client segmentPension Plans represent 39.9% of total clients.
Top client categories% of clientsClients
1
Pension Plans
39.9%
81
2
HNWI
27.6%
56
3
Individuals
18.2%
37
4
Government
12.3%
25
5
Corporations
1.5%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.5Bas of March 30, 2026
Discretionary1.1%
$92M
1% of total RAUM1.1%
Non-discretionary98.9%
$8.4B
99% of total RAUM98.9%
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$8.5B
Total Accounts301
10Y AUM Change+$6.2B (+271.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee18:1
10Y Employee Change-3 (-21.4%)
* 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.