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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-05-1993
- Office Locations
- 3
Office Locations
About Northern Capital Management, Inc.
Northern Capital is a fee-only fiduciary RIA providing comprehensive financial planning and investment management to individuals, families, businesses, foundations, and retirement plans. Founded in 1992, the firm delivers customized advice supported by a tech-enabled planning platform, online client portal, and an investment committee using independent research and analytics. Its affiliate, Northern Capital Retirement Services, focuses exclusively on retirement plans and participants.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES KARL WILSON
Chief Financial Officer, Managing Partner, President
- CRD
- #1771833
- Ownership
- 75% or more
MICHELLE LYNN WARNER
Chief Executive Officer
- CRD
- #3042903
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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MOLLY JO CHASE
--
- CRD
- #4664622
LAURA ELIZABETH HAIL
--
- CRD
- #5007827
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $526,308,146 | $284,030 |
| Non-Discretionary | $426,870 | $213,435 |
| Total | $526,735,016 | $283,954 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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