Northern Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$555,236,323
Clients
706
Advisors
10
of 11 employees
About
Northern Capital Management provides investment management and financial planning to individuals, families, corporations, foundations, and endowments, and advises retirement plans and plan participants. The firm offers asset management across Investment Objective models and a Financial Planning Only engagement made available through a promoter relationship with the Washington State Medical Association.
Investment decisions are made by an internal Investment Committee led by the chief investment officer, which emphasizes long-term asset-allocation models over market timing and conducts regular quarterly reviews. The committee uses quantitative third‑party tools in its vetting process, including Fi360 Fiduciary Scores and Morningstar sustainability ratings, and primarily implements portfolios with mutual funds and ETFs.
The firm’s brochure highlights several client-education and marketing practices that are less common among peers: it publishes news and educational articles on its website and via email and social media, offers workshops and presenter-led webinars or conference sessions, and documents policies for promotional relationships. Northern Capital also discloses a formal promoter agreement with the Washington State Medical Association and a recent merger that consolidated a former affiliated retirement-services entity into the firm, updates that affected its rollover, brokerage aggregation, and plan-client disclosures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning services: $1,500 - $3,000 initial fee, update fees $750 - $1,500.
$0 - $3,000,000: 1.00% annually (standard individual clients) $3,000,000.01+: 0.75% annually (standard individual clients) $0 - $500,000: 0.50% annually on Fixed Annuities or Pure Preservation Investment Objective (standard individual clients) $0 - $1,000,000: 0.50% annually (standard retirement plan clients) $1,000,000.01 - $10,000,000: 0.35% annually (standard retirement plan clients) $10,000,000.01 - $50,000,000: 0.20% annually (standard retirement plan clients) $50,000,000.01+: 0.15% annually (standard retirement plan clients)
Minimum fee: Minimum fee details are included in the Financial Advisory Agreement but specific amounts are not stated in the brochure. Fee-only: Fixed fee for Financial Planning Only services ranging from $1,500 to $3,000 with update fees from $750 to $1,500.
Main office
2700 S. Southeast Blvd Suite 205
Spokane WA 99223
Advisors at this office
10
Most active in
Arizona · California · Florida · Idaho · Louisiana · Montana · Nebraska · Oregon · Texas · Washington
Also doing business as
Northern Capital Management, Inc. · Wilson Financial Consulting Group · Wilson, Miller & Associates · Wilson, Miller And Associates
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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