Firm profile

NORTHERN CAPITAL MANAGEMENT, INC.

SPOKANE, WACRD 111379Latest ADV March 12, 2026

Northern Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Spokane, WA. Its latest Form ADV filing, dated March 12, 2026, reports $527M in regulatory assets under management, 11 employee, 1 office, and 1,855 accounts.

Assets Under Management
$527M
Employees
11
Offices
1 office
Total Clients
732
Primary office
SPOKANE, WA
2700 SOUTH SOUTHEAST BOULEVARD, SUITE 205, SPOKANE, WA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOMichelle L. Warner
CCOLaurie J. Silva
CFOJames K. Wilson

Advisory services offered

7 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 78.8% of total clients.
Top client categories% of clientsClients
1
Individuals
78.8%
577
2
HNWI
19.4%
142
3
Corporations
1.8%
13
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$527Mas of March 12, 2026
Discretionary99.9%
$526M
100% of total RAUM99.9%
Non-discretionary0.1%
$427K
0% of total RAUM0.1%
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$527M
Total Accounts1,855
10Y AUM Change+$267M (+102.4%)

Employee Growth by Quarter

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

Total Employees11
Clients per Employee67:1
10Y Employee Change+2 (+22.2%)

* 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.