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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-07-1998
- Office Locations
- 5
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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DONALD JAMES DEWOLFE
--
- CRD
- --
- Ownership
- 25% but less than 50%
Eva Betty Dewolfe
--
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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DIANE BANTA
--
- CRD
- #5151894
PATRICIA CARMEL GOOCH
Director
- CRD
- #1821820
Showing 2 of 9 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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | 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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