$8.5B Total AUM
$92.4M Disc. AUM
-- 3Y CAGR
11 Employees
203 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Quantum legacy
- Established Date
- 06-01-1998
- Office Locations
- 5
Office Locations
1 Centerpointe Drive Suite 115 Lake Oswego OR
601 Union Street Suite 2600 Seattle WA
-- Bellevue WA
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.
Team overview
44 AVG AGE
$1.2B AVG AUM / ADVISOR
$42.0M AVG AUM / CLIENT
4.8 yrs AVG TENURE
11 Employees
7 Advisory Reps
7 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Radial ember Oak wave Peak Oak frontier Peak glacier Peak north
Custodian
Eagle timber Radial summit Atlas
Investment Themes
Delta insight Matrix frontier
Investment Vehicles
Vertex ridge Peak zenith
Services
Radial peak Focus eagle Ember alpha Beacon vital Foundation capital Prime matrix Capital harbor Signal bridge Ember
Technology
Wave focus
Owner & Executives
M
MARK DANIEL APPLEGARTH
Chief Financial Officer, DIRECTOR
- CRD
- #5243868
- Ownership
- Less than 5%
(557) 815-3928
eagle.crest@beaconcapital.com
in linkedin.com/in/radial-pathway
L
LANTZ GUY HUNT
Senior Vice President
- CRD
- #3017958
- Ownership
- Less than 5%
(597) 524-1030
focus.radial@horizoncapital.com
in linkedin.com/in/vertex-vital
F
Fusion optima
Meridian timber
- CRD
- #87065
- Ownership
- 43.4%
(959) 717-3659
fusion.insight@harborcapital.com
in linkedin.com/in/glacier-quantum
Showing 2 of 6 owners & executives
Unlock allContacts
J
Jason Nicholas Alvarado
--
- CRD
- #6365226
(312) 733-6468
ember.horizon@vitalcapital.com
in linkedin.com/in/glacier-capital
Mia Tinyi Heinrichs
--
- CRD
- #7828176
(328) 405-7592
ridge.signal@deltacapital.com
in linkedin.com/in/peak-signal
L
Legacy insight
Beacon ember
- CRD
- #48881
(333) 935-4769
atlas.prime@peakcapital.com
in linkedin.com/in/horizon-summit
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $8,518,580,384
Public Funds:
11.7% Other:
36.8% Cash:
17.1% Equity - Exchange:
27.1% Corporate - Investment Grade:
7.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,000,337,983 | 11.7% |
| Other | $3,146,362,203 | 36.8% |
| Cash | $1,462,032,437 | 17.1% |
| Equity - Exchange | $2,317,022,166 | 27.1% |
| Corporate - Investment Grade | $624,142,502 | 7.3% |
| Total | $8,549,897,291 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK EAGLE ELEMENT | OPTIMA CAPITAL | QR26R3723 | MMJEU | 6.40% | $22,210,088 |
| CREST INSIGHT | RADIAL DELTA | LMDGPTKTW | TAQ | 12.25% | $4,668,300 |
| OPTIMA MATRIX PATHWAY | ELEMENT TIMBER | 2UJWIH75F | BHP | 2.52% | $53,296,640 |
| DELTA ZENITH TIMBER | OAK QUANTUM | 1W60CPQFG | HIOR | 6.83% | $89,460,311 |
| INSIGHT RIDGE | INSIGHT PEAK | 2EM0C9PB9 | QCY | 5.44% | $101,490,792 |
| PRIME PRIME | CREST QUANTUM | R60327VEW | HNEHR | 6.44% | $78,711,082 |
| ALPHA PIONEER PEAK | BRIDGE MATRIX | PV26YBUL7 | TBLM | 9.48% | $71,006,881 |
| ALPHA HARBOR | OPTIMA FUSION | NCQQIW373 | NEP | 9.30% | $41,576,488 |