A complete list of active advisors currently associated with Northside Capital Management LLC

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

Northside Capital Management provides discretionary and non-discretionary investment management and portfolio structuring for high‑net‑worth individuals, trusts, family offices, foundations and taxable institutions. The firm manages roughly $6.94 billion for about 60 clients and structures each engagement around a formal Statement of Investment Objectives and Policies (SIOP), coordinating with clients’ tax and estate advisors and providing cash and document management. Investment approach emphasizes asset allocation and Modern Portfolio Theory with customized portfolios that combine traditional equities and fixed income with a broad set of alternative strategies, including private equity, hedge funds, real assets and managed futures, using both active and passive vehicles and separately managed account sleeves where appropriate. Reporting and monitoring are implemented on an institutional basis—clients access a secure data portal for monthly flash, comprehensive and quarterly performance reports—and the firm highlights tax efficiency and transaction‑cost control in implementation. Compared with many peers, Northside does not offer standalone financial planning services and limits its client base to qualified, high‑net‑worth investors (Qualified Purchasers under Section 3(c)(7)), excluding lower‑net‑worth individual clients. The firm also manages a large portion of assets on a non‑discretionary basis and has a distinctive ownership profile—an employee equity plan holding a material non‑voting interest and a minority of voting shares held by an affiliate of a larger investment group with board representation—which may affect governance and continuity relative to similarly sized managers.

To learn more about the advisors currently working at Northside Capital Management LLC, 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.