Wealth Manager
    SEC Registered
    Manages Private Funds

    Northwest Capital Management Inc.

    Registered investment advisor · Lake Oswego, Oregon · CRD #108091

    Assets Under Management
    $8.5B
    Client Accounts
    301
    Employees
    11
    CRD Number
    108091
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Voya Institutional Trust Company, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Northwest Capital Management Inc.

    Northwest Capital Management, Inc. was founded in 1998 in Portland, Oregon as an independent and privately-held investment advisory firm. Our team of professionals provides over 150 years of collective knowledge serving clients in Wealth Management, Institutional Asset Management (Foundations and Endowments), and Qualified Retirement Plans. Our staff hold professional designations such as the Certified Financial Planner (TM) and the Chartered Financial Analyst (CFA) designations. NWCM's consul

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Northwest Capital Management Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Northwest Capital Management Inc.'s AUM?

    Northwest Capital Management Inc. reports approximately $8.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Northwest Capital Management Inc. headquartered?

    Northwest Capital Management Inc. is headquartered in Lake Oswego, Oregon.

    What is Northwest Capital Management Inc.'s CRD number?

    Northwest Capital Management Inc.'s CRD number is 108091. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Northwest Capital Management Inc. manage?

    Northwest Capital Management Inc. manages approximately 301 client accounts according to its latest SEC filing.

    Is Northwest Capital Management Inc. SEC registered?

    Yes, Northwest Capital Management Inc. is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Oregon

    Government Portfolio Advisors LLC
    Portland, OR · $35.1B AUM
    Stancorp Investment Advisers, Inc.
    Portland, OR · $34.5B AUM
    Ferguson Wellman Capital Management, Inc.
    Portland, OR · $10.7B AUM
    Kingsview Wealth Management, LLC
    Grants Pass, OR · $9B AUM
    Aldrich Wealth LP
    Lake Oswego, OR · $7.6B AUM
    Campbell Global
    Portland, OR · $7B AUM
    See all top RIA firms in Oregon →

    Research firms like Northwest Capital Management Inc. at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial