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 employees, 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 May 5, 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.
Total AUM$8.5B
Total Accounts301
10Y AUM Change+$6.2B (+271.0%)
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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%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.