Managing Partner/president/cfo · Northern Capital Management, Inc.
James K. Wilson
CRD 1771833 · Named on Form ADV at one SEC-registered adviser
At a glance
Northern Capital Management, Inc., an SEC-registered wealth manager based in Spokane, WA with $918 million in regulatory assets, lists James K. Wilson on its Form ADV as Managing Partner/president/cfo, a control person.
Firms and roles
- Northern Capital Management, Inc.Managing Partner/president/cfoWealth manager · Spokane, WA · $918M in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Michelle L. WarnerChief Executive Officer, Northern Capital Management, Inc.
- JENNIFER L. ISOTALOChief Operations Officer, Northern Capital Management, Inc.
- Laurie J. SilvaChief Compliance Officer, Northern Capital Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.