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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-24-2015
- Office Locations
- 14
Office Locations
About Northcoast Asset Management LLC
Kovitz delivers customized asset management and advisory strategies for high net worth individuals and families, institutions, and financial professionals, with a long-term, research-driven approach. The firm supports portfolio construction and broader planning needs, and its managed portfolios make meaningful use of ETFs and public funds; primary custody is reported with Fidelity/NFS.
Reported data analysis
What the numbers show
Between November 10, 2025 and June 30, 2026, reported AUM decreased 84.3%, from $31.7B to $5.0B.
Across 5 reported observations, AUM decreased 36.3% between December 21, 2022 and June 30, 2026, from $7.8B to $5.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 28 advisory representatives and 4,486 clients, or 160.2 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 14 reported office locations and 10 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Northcoast Asset Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MEGAN EILEEN SEMELS HALL
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
FRANK JOHN INGARRA JR
SENIOR VICE PRESIDENT
- CRD
- #3102977
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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THOMAS JOHN COLOMBO
Senior Vice President
- CRD
- #6558587
Amish Ramesh Dalal
Vice President
- CRD
- #7412583
Showing 2 of 30 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,967,977,227 | $697,554 |
| Non-Discretionary | $0 | -- |
| Total | $4,967,977,227 | $697,554 |
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Separately Managed Accounts
SMA allocation detail is available
Northcoast Asset Management LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Northcoast Asset Management LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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