Overview
Assets Under Management: $235 million
Headquarters: VIRGINIA, MN
High-Net-Worth Clients: 85
Average Client Assets: $2 million
Frequently Asked Questions
NORTHLAND CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146452), NORTHLAND CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
NORTHLAND CAPITAL MANAGEMENT is headquartered in VIRGINIA, MN.
NORTHLAND CAPITAL MANAGEMENT serves 85 high-net-worth clients according to their SEC filing dated February 05, 2026. View client details ↓
According to their SEC Form ADV, NORTHLAND CAPITAL MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
NORTHLAND CAPITAL MANAGEMENT manages $235 million in client assets according to their SEC filing dated February 05, 2026.
According to their SEC Form ADV, NORTHLAND CAPITAL MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.02
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 551
Discretionary Accounts: 551
Regulatory Filings
CRD Number: 146452
Filing ID: 2049466
Last Filing Date: 2026-02-05 12:35:23