Northern Capital Retirement Services, 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 10, 2026, reports $304M in regulatory assets under management, 11 employees, 1 office, and 21 accounts.
Assets Under Management
$304M
Employees
11
Offices
1 office
Total Clients
21
Primary office
SPOKANE, WA
2700 S SOUTHEAST BOULEVARD, SUITE 205, SPOKANE, WA, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$304Mas of March 10, 2026
Discretionary100.0%
$304M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$304M
Total Accounts21
10Y AUM Change+$294M (+2876.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee2:1
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.