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Northland Capital Management

Northland Capital Management. CRD 146452

Northland Capital Management logo

CRD: 146452

Northland Capital Management

$235.0M Total AUM
$235.0M Disc. AUM
-- 3Y CAGR
6 Employees
283 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Available
Established Date
04-07-2009
Office Locations
1

Office Locations

401 North 6TH Avenue Suite 220 Virginia MN

About Northland Capital Management

Northland Capital Management is an independent, fee-only RIA providing discretionary portfolio management for individual investors, trusts, and pension plans, developing and implementing tailored strategies aligned to client goals. The firm serves clients in a fiduciary capacity and supports both retail and institutional relationships, with custody that includes Fidelity/NFS.

Team overview

-- AVG AGE
$78.3M AVG AUM / ADVISOR
$830.2K AVG AUM / CLIENT
9.3 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age

Insights

Available
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Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

C

CHRISTOPHER ARTHUR ERICKSON

Chief Compliance Officer, President

CRD
#2402116
Ownership
75% or more
Available
Available
Available

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Contacts

J

Julie B. P. Johnson

Director

CRD
#6696422
Available
Available
Available
A

Andrew G Rogers

--

CRD
#7406220
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
10-04-2023
03-21-2024
03-03-2025
02-05-2026
Category Assets AVG. Account size
Discretionary $234,953,770 $426,413
Non-Discretionary $0 --
Total $234,953,770 $426,413

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Asset class Assets Assets %
Public Funds Available Available
Total Available Available

13F Holdings | Q2 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
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