Northland Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$233,450,820
Clients
281
Advisors
3
of 6 employees
About
Northland Capital Management is a fee-only investment advisory firm that primarily serves individuals, trusts, and pension plans through discretionary portfolio management, limited financial planning for managed clients, and occasional ad‑hoc consulting. The firm also acts as an authorized agent on a limited basis for some self-directed brokerage accounts, handling administrative tasks and trade entry at clients’ direction.
The firm manages model portfolios ranging from “Conservative” to “All Equity” using a predominantly top‑down process and a systematic blend of three equity strategy components, with an overall tilt toward value stocks and use of ETFs and mutual funds. Northland offers both standard and ESG model portfolios — the latter constructed to target lower carbon intensity (scope 1 and 2) — implements aggregated block trades across client accounts, and delivers quarterly performance letters to managed clients.
Compared with many peers, Northland’s client mix includes state or municipal government clients and the firm discloses and advertises performance results in addition to its client reporting. Other notable features in its brochure include the explicit use of corporate collateralized loan obligations in fixed income allocations, reliance on external carbon‑intensity data for ESG portfolios, and a practice of serving as authorized agent for a measurable subset of accounts.
Client services
Expertise
Fee options
1.00% per year (0.25% per quarter)
$100 per hour for extraordinary financial planning and ad-hoc advisory services
Fee-only: $100 per hour for extraordinary financial planning and ad-hoc advisory services
Main office
401 North 6th Avenue, Suite 220
Virginia MN 55792
Advisors at this office
3
Most active in
Arizona · Minnesota · Nebraska · Wisconsin
Also doing business as
Northland Capital Management · Northland Capital Management, 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 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.
Advisors at this firm
Andrew R
Series 65
Virginia, MN
Northland Capital Management
Andrew Rogers is a financial advisor at Northland Capital Management with five years of industry experience. He holds the Series 65 designation and previously worked for fourteen years at Cleveland-Cliffs Northshore Mining Company. Northland Capital Management is a fee-only advisory firm that serves individuals, trusts, and pension plans through discretionary portfolio management and limited financial planning. The firm employs a primarily top-down investment approach with model portfolios ranging from Conservative to All Equity, including ESG options targeting lower carbon intensity.
Julie J
Series 65
Virginia, MN
Northland Capital Management
Julie Johnson is a financial advisor with Northland Capital Management in Virginia, MN, holding a Series 65 credential and 10 years of industry experience. She has been with Northland Capital Management LLC since 2016. Northland Capital Management is a fee-only advisory firm serving individuals, trusts, and pension plans with discretionary portfolio management, limited financial planning, and occasional consulting. The firm employs a top-down investment process with a value tilt and offers both standard and ESG model portfolios, including services for some state and municipal government clients.
Christopher E
Series 63, Series 65
Virginia, MN
Northland Capital Management
Christopher Erickson is a financial advisor at Northland Capital Management with 15 years of industry experience. He has been with Northland Capital Management since 2008 and holds Series 63 and Series 65 designations. Northland Capital Management is a fee-only investment advisory firm serving individuals, trusts, and pension plans through discretionary portfolio management and limited financial planning. The firm manages a range of model portfolios using a top-down, systematic approach with a focus on value stocks, ETFs, and mutual funds, and offers both standard and ESG portfolios targeting lower carbon intensity.
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