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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Prime signal
- Established Date
- 06-03-2013
- Office Locations
- 2
Office Locations
About Northwest Financial Advisors LLC
Northwest Financial Advisors is an advisory firm providing holistic financial planning and discretionary portfolio management, including retirement planning, tax-related guidance, insurance, and estate/college strategies. The team serves individuals as well as business owners and entrepreneurs, using diversified asset allocation across vehicles such as ETFs, mutual funds, and model portfolios. Publishes market research and runs webinars/events; operates through LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
NICOLE EVETTE DAVIS
Chief Compliance Officer
- CRD
- #5282526
- Ownership
- Less than 5%
KEVIN DUANE FISHER
Chief Executive Officer
- CRD
- #3052088
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JONATHAN KEITH ADAMS
--
- CRD
- #2371031
Barry Steven Bass
Financial Advisor
- CRD
- #4503355
Atlas pathway
Alpha bridge
- CRD
- #48150
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,243,981,468 | $451,372 |
| Non-Discretionary | $0 | -- |
| Total | $1,243,981,468 | $451,372 |
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Separately Managed Accounts
Total SMA Asset: $1,243,981,468
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,278,421,308 | 61.7% |
| Cash | $1,243,355,893 | 23.4% |
| Equity - Exchange | $791,709,522 | 14.9% |
| Total | $5,313,486,723 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK OAK | BEACON INSIGHT | IDFOKZUL5 | BAPN | 3.00% | $45,195,777 |
| PATHWAY DELTA | PEAK UNISON | 87V1NVC3V | WZOMC | 7.11% | $52,689,221 |
| NORTH QUANTUM | CREST FUSION | BQ2E1DQZ8 | JMBK | 10.80% | $50,337,692 |
| ATLAS VECTOR VITAL | NORTH RIDGE | YR40A9410 | OSFM | 9.44% | $86,031,305 |
| VALUE CAPITAL | CREST EMBER | 76N1OKZVC | JAI | 11.16% | $81,247,363 |
| INSIGHT SUMMIT | TIMBER BEACON | CM6XV9G3X | XOZW | 4.89% | $8,326,679 |
| ZENITH MATRIX | PIONEER VALUE | EV2CV3EAR | HSJHF | 0.73% | $62,189,446 |
| FUSION MATRIX TIMBER | EMBER VALUE | 2NRCVGEOV | QLUAX | 1.34% | $102,060,534 |