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Capital North Ltd (Green Bay)


Capital North Ltd is an adviser based in Green Bay. It manages $11.4 million of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Wisconsin.




Capital North provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Capital North: assets under management

The assets under management (AUM) of Capital North Ltd is $11.4 million. The firm's AUM has gone down by -81% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.1 million in discretionary accounts and $303.26 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $396.29 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $303.26 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capital North Ltd for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Green Bay

The principal office where Capital North Ltd performs its advisory services is located at 1365 North Road, Green Bay, WI 54313 The mailing address of the firm is P.O. Box 13337, Green Bay, WI 54307. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 920-490-7999 or by fax 920-490-7899. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.


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