A complete list of active advisors currently associated with North Capital

Warmer can help you find a great advisor at North Capital or one who fits your needs even better.

North Capital provides financial planning, investment management, and consulting to individuals, high‑net‑worth families, family offices and institutional clients. Its offerings include discretionary and non‑discretionary portfolio management, written financial plans, valuation and hedging advice for illiquid assets, sub‑advisory and co‑advisory services, and an online advisory platform branded evisor.com. The firm follows an open‑architecture investment approach using mutual funds, ETFs, ETNs and separately managed accounts, applying quantitative risk models, stress testing, and proprietary analytics to construct diversified model portfolios and monitor tax efficiency. North Capital is registered as a Commodity Trading Advisor and may use futures and options for qualified clients, and it also serves as manager of the North Capital Government Money Market Fund. Notable distinctions for a team‑sized advisory firm include an affiliated broker‑dealer (North Capital Private Securities Corporation), active roles with pooled and private investment vehicles, and the operation and management of a registered mutual fund. The firm also licenses and integrates technology (including a licensing relationship with AdvisorEngine and reporting integration with Morningstar), and combines a low‑cost online retail channel with dedicated multi‑family office services (Compass Family Offices) for very large client households.

To learn more about the advisors currently working at North Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.