North Capital
North Capital is an SEC-registered wealth manager in Salt Lake City, UT with $365.8M assets under management (AUM, regulatory AUM), +45% over one year. See who owns North Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148802, SEC 801-110598, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $365.8M (2026-05-05)
- Firm type
- Wealth Manager
- Location
- Salt Lake City, UT
- Employees
- 12
- Clients
- 181
- CRD
- 148802
- Ownership
- DOWD, MARY, PATRICIA; DOWD, JAMES, P; NORTH CAPITAL INVESTMENT TECHNOLOGY, INC.; Stecklein, Nicholas, Brian; DOWD, JAMES, PATRICK
How much AUM does North Capital have?
North Capital reported $365.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns North Capital?
Disclosed owners and executives of North Capital include DOWD, MARY, PATRICIA, DOWD, JAMES, P, NORTH CAPITAL INVESTMENT TECHNOLOGY, INC., Stecklein, Nicholas, Brian, DOWD, JAMES, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.