This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-07-1998
- Office Locations
- 6
Office Locations
About Northside Capital Management LLC
Northside Capital Management is an independent private wealth investment manager building forward-looking, globally diversified portfolios using value-added strategies and securities. The firm serves accredited/qualified purchaser clients, including entrepreneurs, and supports portfolio construction plus tax, estate, and retirement planning needs. Investment exposure spans public equity, fixed income, ETFs, and select alternatives; custody commonly via Schwab or Fidelity.
Reported data analysis
What the numbers show
Between April 30, 2025 and March 30, 2026, reported AUM increased 19.2%, from $5.8B to $6.9B.
Across 5 reported observations, AUM increased 23.2% between November 3, 2022 and March 30, 2026, from $5.6B to $6.9B.
Of the latest reported AUM, 30.1% is discretionary and 69.9% is non-discretionary.
The firm reports 9 advisory representatives and 120 clients, or 13.3 clients per representative. That equates to $57.9M in reported AUM per client.
The profile lists 6 reported office locations and 27 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Northside Capital Management LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Northside Capital Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DONALD JAMES DEWOLFE
Managing Member, Chief Investment Officer
- CRD
- --
- Ownership
- 25% but less than 50%
Eva Betty Dewolfe
--
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
DIANE BANTA
Senior Vice President, Investment Research
- CRD
- #5151894
PATRICIA CARMEL GOOCH
Director
- CRD
- #1821820
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,089,294,053 | $5,646,741 |
| Non-Discretionary | $4,852,911,040 | $12,539,822 |
| Total | $6,942,205,093 | $9,170,680 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Northside Capital Management LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Northside Capital Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing