$365.8M Total AUM
$343.0M Disc. AUM
12.3% 3Y CAGR
12 Employees
187 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Vector glacier
- Established Date
- 03-06-2009
- Office Locations
- 6
Office Locations
57 Maple AVE Suite 101a Barrington RI
623 E Fort Union Blvd. Suite 101 Salt Lake City UT
-- Indian Land SC
About North Capital
North Capital provides financial planning, investment advisory, and discretionary portfolio management for individuals and institutions. Its PRIM process (planning, research/recommendations, implementation, monitoring) centers on goals-based asset allocation, investment policy guidance, and ongoing due diligence. Clients receive regular meetings/calls, comprehensive monthly reports, and ongoing rebalancing with tax and cost considerations. Custody available via Charles Schwab.
Team overview
50 AVG AGE
$61.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
3.8 yrs AVG TENURE
12 Employees
6 Advisory Reps
11 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Vertex optima Atlas wave Horizon timber Focus fusion Harbor Harbor Alpha Frontier vertex Bridge
Client Personas
Summit optima
CRM
Wave unison
Custodian
Radial alpha Meridian Atlas harbor Timber foundation Horizon Element Ember
Fund Managers
Beacon bridge Vertex fusion Focus unison
Investment Themes
Vertex value North vertex Value Horizon
Investment Vehicles
Frontier crest Delta
Services
Catalyst Signal Alpha peak Ridge Catalyst vital Alpha summit Fusion oak Vertex unison
Technology
Bridge
Owner & Executives
J
JOSEPH CARL ANDERSON
Chief Compliance Officer
- CRD
- #4644204
- Ownership
- Less than 5%
(821) 823-7340
radial.meridian@atlascapital.com
in linkedin.com/in/foundation-capital
PAUL DONALD BOWERS
Managing Director
- CRD
- #1799341
- Ownership
- Less than 5%
(744) 496-3282
catalyst.meridian@quantumcapital.com
in linkedin.com/in/vital-radial
T
Timber vital
Unison momentum timber
- CRD
- #47207
- Ownership
- 36.2%
(840) 239-3181
prime.north@matrixcapital.com
in linkedin.com/in/insight-optima
Showing 2 of 3 owners & executives
Unlock allContacts
J
JAMES Theodore CELICO
Advisor
- CRD
- #2356996
(377) 422-3161
harbor.crest@embercapital.com
in linkedin.com/in/north-meridian
John Kiernan Figge
Associate
- CRD
- #7617502
(249) 495-6626
eagle.bridge@deltacapital.com
in linkedin.com/in/quantum-frontier
V
Vector vital
Ember wave
- CRD
- #72810
(632) 242-9618
vertex.unison@summitcapital.com
in linkedin.com/in/element-signal
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $342,967,563 | $653,272 |
| Non-Discretionary | $22,792,692 | $911,708 |
| Total | $365,760,255 | $665,019 |
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Separately Managed Accounts
Total SMA Asset: $299,037,255
Public Funds:
23.9% U.S. Government/Agency:
13.9% Equity - Exchange:
20.7% Corporate - Investment Grade:
4.5% Cash:
24.7% Municipal Bonds:
12.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $620,061,821 | 23.9% |
| U.S. Government/Agency | $360,621,728 | 13.9% |
| Equity - Exchange | $537,040,991 | 20.7% |
| Corporate - Investment Grade | $116,748,042 | 4.5% |
| Cash | $640,817,028 | 24.7% |
| Municipal Bonds | $319,111,314 | 12.3% |
| Total | $2,594,400,924 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT SUMMIT | ATLAS OPTIMA | UATNQJOQ1 | MLKOW | 3.08% | $57,166,825 |
| SUMMIT VECTOR | FRONTIER PEAK | SK8MZZ2IA | UOL | 8.14% | $99,348,447 |
| LEGACY RIDGE OAK | FUSION PATHWAY | 0GHCAGJ8V | HCF | 12.03% | $72,129,055 |
| PRIME SUMMIT VERTEX | TIMBER CREST | I5327OXL3 | XNCI | 1.84% | $25,086,370 |
| TIMBER GLACIER | VALUE DELTA | 0S8CYNBQ5 | HWWQC | 3.18% | $93,911,044 |
| BRIDGE PRIME QUANTUM | CREST EAGLE | KZJPXHB20 | ERPDC | 1.60% | $9,851,877 |
| VECTOR CATALYST | RIDGE CREST | OAI8Y5H5U | YENP | 1.61% | $36,684,825 |
| OAK PATHWAY | FRONTIER INSIGHT | U6A9SY50I | FTMG | 5.51% | $6,370,673 |