Data / Investment advisers / Oregon / Northside Capital Management LLC
Northside Capital Management LLC, Hood River, OR: $6.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Northside Capital Management LLC is an SEC registered investment adviser with its main office in Hood River, Oregon and reports $6.9 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 107784
- SEC file number
- 801-56071
- SEC status
- Approved, effective December 7, 1998
- Main office
- 116 3rd Street, Suite 313, Hood River, OR 97031
- Phone
- (541) 387-2080
- Website
- northsidecap.com
- Regulatory AUM
- $6,942,205,093 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $2,089,294,053
- Non discretionary AUM
- $4,852,911,040
- Accounts
- 757
- Employees
- 17, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $6.94 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $6.94 billion | March 30, 2026 |
| December 1, 2025 | $5.82 billion | April 30, 2025 |
Other advisers in Oregon
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ferguson Wellman Capital Management, Inc. | Portland | $10.66 billion | Not listed | adviserinfo.sec.gov |
| Kingsview Wealth Management, LLC | Grants Pass | $8.96 billion | Not listed | adviserinfo.sec.gov |
| Northwest Capital Management Inc. | Lake Oswego | $8.52 billion | Not listed | adviserinfo.sec.gov |
| Aldrich Wealth LP | Lake Oswego | $7.62 billion | Not listed | adviserinfo.sec.gov |
| J.P. Morgan Natural Capital | Portland | $7.02 billion | 3 | adviserinfo.sec.gov |
| Jensen Investment Management Inc. | Lake Oswego | $6.48 billion | Not listed | adviserinfo.sec.gov |
| Becker Capital Management, Inc. | Portland | $5.73 billion | 1 | adviserinfo.sec.gov |
| Vista Capital Partners, Inc. | Portland | $3.22 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oregon
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Northside Capital Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.