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Northland Capital Management, LLC (Duluth)


Northland Capital Management, LLC is an adviser based in Duluth. It manages $37.41 million of regulatory assets for 280 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Minnesota.




Northland Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Northland Capital Management: assets under management

The assets under management (AUM) of Northland Capital Management, LLC is $37.41 million. The firm's AUM has grown by 145% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.03 million in discretionary accounts and $8.38 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $193.56 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $64.46 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Northland Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Duluth

The principal office where Northland Capital Management, LLC performs its advisory services is located at 4815 West Arrowhead Road, Duluth, MN 55811, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 218-722-0559 or by fax 218-722-2654. The normal business hours are 8am - 4pm on Monday - Friday.


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