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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-1998
- Office Locations
- 5
Office Locations
About Northwest Capital Management Inc.
Northwest Capital Management (NWCM) is a Lake Oswego, OR-based advisory firm serving clients across Oregon, Washington and beyond. The team provides holistic financial planning, disciplined investment management, proactive tax planning led by CPAs, estate planning support, and retirement plan consulting for individuals and families from early career through retirement and legacy stages. Portfolios primarily use public funds and ETFs.
Reported data analysis
What the numbers show
Between April 9, 2025 and May 5, 2026, reported AUM increased 12.8%, from $7.6B to $8.5B.
Across 5 reported observations, AUM increased 31.3% between March 29, 2022 and May 5, 2026, from $6.5B to $8.5B.
Of the latest reported AUM, 1.1% is discretionary and 98.9% is non-discretionary.
The firm reports 7 advisory representatives and 203 clients, or 29 clients per representative. That equates to $42.0M in reported AUM per client.
The profile lists 5 reported office locations and 28 years in operation. The source data was last updated on May 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Northwest Capital Management Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK DANIEL APPLEGARTH
Chief Financial Officer, DIRECTOR
- CRD
- #5243868
- Ownership
- Less than 5%
LANTZ GUY HUNT
Senior Vice President
- CRD
- #3017958
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Jason Nicholas Alvarado
Senior Wealth Planner
- CRD
- #6365226
Mia Tinyi Heinrichs
--
- CRD
- #7828176
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,436,908 | $655,581 |
| Non-Discretionary | $8,426,143,476 | $52,663,397 |
| Total | $8,518,580,384 | $28,300,932 |
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Separately Managed Accounts
SMA allocation detail is available
Northwest Capital Management Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q4 2025
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Northwest Capital Management Inc.'s 13F holdings detail is available for Q4 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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