Northfort Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NorthFort Financial, LLC is an SEC‑registered investment adviser that provides fiduciary portfolio management and advisory services to retail investors who seek advice for personal, family, or household purposes. The firm typically manages accounts on a discretionary basis, maintains regular client contact, and monitors portfolios at least annually while advising on a broad range of investments including equities, ETFs, municipal and government bonds, mutual funds, third‑party separately managed accounts, private funds, and variable annuities.
NorthFort’s advisers are salaried employees and may receive bonuses tied to corporate profitability and asset growth, and the firm emphasizes ongoing monitoring and periodic portfolio adjustments as part of its standard services. The firm discloses potential conflicts of interest — including custodial benefits and seller‑financing arrangements — and states it seeks to mitigate those conflicts through firm policies and adherence to fiduciary standards.
Statistically uncommon for peers in this category, NorthFort is affiliated with an insurance company and notes that certain financial professionals are licensed insurance agents; the brochure states insurance activities do not produce direct commission income to those advisors but are reflected indirectly through salary. The combination of a clear retail client focus alongside access to private funds and variable annuities, together with disclosed seller‑financing arrangements and an insurance affiliation, distinguishes its business mix from many similarly sized supported firms.
Client services
Expertise
Fee options
Fixed quarterly fees billed at beginning of quarter; fixed one-time fees for various services due upon completion
Variable percentage based on market value of assets under management, billed quarterly in arrears
Main office
Defiance OH
Advisors at this office
3
Most active in
Florida · Indiana · Michigan · Ohio
Also doing business as
Briskey Financial Services, LLC · Northfort Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Kyler B
Series 65
Defiance, OH
Northfort Financial, LLC
Kyler Baird is a financial advisor at Northfort Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Northfort, he held roles at firms including Manz Accounting and Insurance and Briskey Financial Services, LLC. Outside of financial advising, he owns and operates Baird’s Local Honey, an agricultural business focused on beekeeping and honey products. Northfort Financial, LLC is an SEC-registered investment adviser serving retail investors with fiduciary portfolio management and advisory services. The firm manages accounts on a discretionary basis and advises on a wide range of investments while maintaining regular client contact and portfolio monitoring.
Keith M
CFP®, Series 63
Defiance, OH
Northfort Financial, LLC
Keith McDonald is a CFP® professional with 27 years of industry experience. He has been associated with McDonald Capital Management, Inc. for 35 years. He currently serves as an advisor at NorthFort Financial, LLC, a firm based in Defiance, OH. NorthFort Financial, LLC is a registered investment adviser providing fiduciary portfolio management and advisory services primarily to retail investors. The firm manages diversified portfolios on a discretionary basis and emphasizes ongoing monitoring and periodic adjustments across a broad range of investment products.
Patrick B
Series 66
Defiance, OH
Northfort Financial, LLC
Patrick Briskey is a financial advisor at NorthFort Financial, LLC with 23 years of industry experience. He holds a Series 66 designation and has been operating Briskey Financial Services, LLC since 2007. Outside of his advisory work, he is the sole owner of NAK Holdings, LLC, a real estate investment company unrelated to his financial advisory activities. NorthFort Financial provides discretionary portfolio management, financial planning, and tax preparation services primarily to individuals and families who are not high-net-worth clients. The firm employs a combination of charting, fundamental, and technical analysis to guide investment decisions and offers tailored services without formal account minimums.
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