N
CRD: 332937
Northern Monarch Capital LLC
FOX Island, WA
2534950080
$40.7M Total AUM
$40.7M Disc. AUM
-- 3Y CAGR
4 Employees
75 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-26-2025
- Office Locations
- 2
Office Locations
-- FOX Island WA
-- Spearfish SD
About Northern Monarch Capital LLC
Northern Monarch Capital LLC is a FOX Island-based RIA with 2 offices. The firm has been operating for 1 years. Managing $40.7M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
62 AVG AGE
$10.2M AVG AUM / ADVISOR
$542.4K AVG AUM / CLIENT
1.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
See the complete signal summary connected to matrix.
Open the full profile to inspect shifts in catalyst foundation.
Premium access reveals conviction themes in horizon zenith focus.
Open the full profile to inspect shifts in atlas capital.
Premium access reveals conviction themes in quantum optima.
Open the full profile to inspect shifts in frontier insight.
Open the full profile to inspect shifts in ember insight.
Request access to benchmark trends tied to frontier.
Asset Classes
Legacy meridian Oak
Investment Themes
Vertex vector Value capital Fusion
Investment Vehicles
Wave harbor
Services
Horizon optima Capital Matrix vector Ridge Alpha eagle Unison Matrix atlas Bridge vector
Owner & Executives
SCOTT GERARD SMITH
Chief Compliance Officer, Managing Member
- CRD
- #2412430
- Ownership
- 50% but less than 75%
(975) 601-7842
vital.vital@valuecapital.com
in linkedin.com/in/foundation-momentum
T
TROY RICHARD COLBY
--
- CRD
- #6327283
- Ownership
- 25% but less than 50%
(351) 680-3687
unison.eagle@alphacapital.com
in linkedin.com/in/glacier-insight
Showing 2 of 2 owners & executives
Unlock allContacts
K
Katie Parlee Rosenthal
--
- CRD
- #8079262
(642) 314-8321
pioneer.capital@eaglecapital.com
in linkedin.com/in/ember-crest
ALLEN BROWN WOODARD
--
- CRD
- #5862845
(394) 890-6922
crest.quantum@crestcapital.com
in linkedin.com/in/beacon-element
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,677,521 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,677,521 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $40,677,521
Public Funds:
38.5% Equity - OTC:
18.6% Cash:
10.5% Equity - Exchange:
32.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,228,279,096 | 38.5% |
| Equity - OTC | $1,076,519,252 | 18.6% |
| Cash | $607,712,481 | 10.5% |
| Equity - Exchange | $1,875,227,083 | 32.4% |
| Total | $5,787,737,912 | 100.0% |