$125.1M Total AUM
$125.1M Disc. AUM
-- 3Y CAGR
3 Employees
438 ADV. Clients
2 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- TimberMomentum
- Established Date
- 08-15-2023
- Office Locations
- 1
Office Locations
431 Pine Street Suite 114 Burlington VT
About 44 North Capital, LLC
44 North Capital is an SEC-registered, fee-only RIA providing financial planning, investment management, and wealth advisory, including setup and administration of retirement plans (401(k), SEP IRA, defined benefit). The firm works with individuals and business owners and builds flexible portfolios that lean heavily on ETFs alongside fixed income such as municipal bonds, with client assets custodied at Fidelity/NFS.
Team overview
37 AVG AGE
$62.6M AVG AUM / ADVISOR
$285.7K AVG AUM / CLIENT
1.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
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Client Personas
Prime
Custodian
Horizon Vector
Investment Themes
Ember frontier
Investment Vehicles
Alpha
Services
Pioneer Meridian Signal legacy
Technology
Pathway Eagle
Owner & Executives
JONATHAN A LANDRY
Founder, MANAGING DIRECTOR, Managing Partner
- CRD
- #6004737
- Ownership
- 75% or more
(308) 841-1137
beacon.radial@optimacapital.com
in linkedin.com/in/north-foundation
A
Ashley Buchanan
Chief Compliance Officer
- CRD
- #6643855
- Ownership
- Less than 5%
(964) 760-7065
vertex.fusion@harborcapital.com
in linkedin.com/in/vertex-element
Showing 2 of 2 owners & executives
Unlock allContacts
A
ALEXANDRA KAKNES FOREST
--
- CRD
- #6268230
(979) 564-8867
eagle.focus@atlascapital.com
in linkedin.com/in/crest-legacy
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,122,374 | $285,668 |
| Non-Discretionary | $0 | -- |
| Total | $125,122,374 | $285,668 |
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Separately Managed Accounts
Total SMA Asset: $125,122,374
Public Funds:
29.3% Equity - Exchange:
34.1% Municipal Bonds:
19.6% Cash:
17.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,059,015,661 | 29.3% |
| Equity - Exchange | $1,232,506,281 | 34.1% |
| Municipal Bonds | $708,420,032 | 19.6% |
| Cash | $614,445,946 | 17.0% |
| Total | $3,614,387,920 | 100.0% |