North Capital, Inc.

Investment ManagementCalifornia, United States0-1 Employees

North Capital is a fee-only registered investment advisor providing discretionary and non-discretionary investment management and consulting solutions. Our risk-based approach to asset allocation and use of model portfolios allow us to diversify our clients' portfolios cost-effectively and tax-efficiently across a broad array of investment styles, strategies and markets. We also offer comprehensive financial planning. We offer our services to individuals, families, companies and non-profit organizations. We offer turn-key and customized 401k / retirement plans to start-ups and small businesses. North Capital has an affiliated broker-dealer under common control, North Capital Private Securities, which is not permitted to deal with advisory clients of North Capital Inc. NCPS transacts commission-based private placement business with its own customers. This relationship is described in our Disclosure Documents and Code of Ethics.

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