North Capital, Inc. Email Format

Investment ManagementCalifornia, United States1 Employees

North Capital, Inc. operates as a fee-only registered investment advisor providing both discretionary and non-discretionary investment management and consulting services. The firm employs a risk-based asset allocation framework and uses model portfolios to diversify client portfolios across a broad range of investment styles, strategies, and markets, aiming for cost efficiency and tax effectiveness. In addition to investment management, it offers comprehensive financial planning.

Its client base includes individuals, families, companies, and non-profit organizations. It also offers turn-key and customized 401(k) and retirement plan solutions for startups and small businesses. The firm is based in San Francisco, California, and maintains an affiliated broker-dealer under common control, North Capital Private Securities, which conducts commission-based private placements with its own clients and is not permitted to deal with advisory clients of North Capital Inc.

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