NORTH CAPITAL, INC.
Legal name: NORTH CAPITAL
CRD #148802 SEC #801-110598 SALT LAKE CITY, UT 888-625-7768 X1
SEC Registered
Total AUM
$292.6M
Discretionary
$260.4M
Employees
12
Clients
26
Accounts
642
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $292.6M | $260.4M | $32.2M | 12 | 5 |
| Feb 2025 | $251.7M | $232.3M | $19.4M | 8 | 30 |
| Jun 2024 | $251.7M | $232.3M | $19.4M | 8 | 30 |
| Jan 2024 | $260.9M | $241.1M | $19.8M | 8 | 5 |
| Jun 2023 | $260.9M | $241.1M | $19.8M | 8 | 5 |
| Jul 2022 | $267.8M | $244.7M | $23.2M | 9 | 5 |
| Jun 2022 | $221.5M | $199.1M | $22.3M | 9 | 5 |
| Jul 2021 | $217M | $11.4M | $205.7M | 9 | 217 |
| Jun 2021 | $217M | $11.4M | $205.7M | 9 | 217 |
| Jan 2021 | $188M | $172.8M | $15.2M | 9 | 204 |
| Jun 2020 | $187.4M | $172.7M | $14.7M | 12 | 204 |
| Nov 2019 | $270.3M | $241.7M | $28.6M | 13 | 318 |
| Jun 2019 | $244M | $234M | $10M | 13 | 256 |
| Mar 2019 | $244M | $234M | $10M | 13 | 256 |
| Nov 2018 | $174.2M | $156.6M | $17.6M | 16 | 192 |
| Mar 2018 | $174.2M | $156.6M | $17.6M | 10 | 192 |
| Jul 2017 | $115M | $112M | $3M | 12 | 500 |
| May 2017 | $115M | $112M | $3M | 12 | 500 |
| Jul 2012 | $57.8M | $23.5M | $34.3M | 1 | 26 |
| May 2012 | $57.8M | $23.5M | $34.3M | 1 | 26 |
| May 2012 | $57.8M | $23.5M | $34.3M | 1 | 26 |
| Mar 2012 | $57.8M | $23.5M | $34.3M | 1 | 26 |
| Mar 2011 | $51.1M | $12.3M | $38.8M | 5 | -- |
| Dec 2010 | $40.8M | $10.6M | $30.2M | 5 | -- |
| Jun 2009 | $7.5M | $7.5M | $0 | 5 | -- |
DateJun 2025
Total AUM$292.6M
Discretionary$260.4M
Non-Disc.$32.2M
Employees12
Clients5
DateFeb 2025
Total AUM$251.7M
Discretionary$232.3M
Non-Disc.$19.4M
Employees8
Clients30
DateJun 2024
Total AUM$251.7M
Discretionary$232.3M
Non-Disc.$19.4M
Employees8
Clients30
DateJan 2024
Total AUM$260.9M
Discretionary$241.1M
Non-Disc.$19.8M
Employees8
Clients5
DateJun 2023
Total AUM$260.9M
Discretionary$241.1M
Non-Disc.$19.8M
Employees8
Clients5
DateJul 2022
Total AUM$267.8M
Discretionary$244.7M
Non-Disc.$23.2M
Employees9
Clients5
DateJun 2022
Total AUM$221.5M
Discretionary$199.1M
Non-Disc.$22.3M
Employees9
Clients5
DateJul 2021
Total AUM$217M
Discretionary$11.4M
Non-Disc.$205.7M
Employees9
Clients217
DateJun 2021
Total AUM$217M
Discretionary$11.4M
Non-Disc.$205.7M
Employees9
Clients217
DateJan 2021
Total AUM$188M
Discretionary$172.8M
Non-Disc.$15.2M
Employees9
Clients204
DateJun 2020
Total AUM$187.4M
Discretionary$172.7M
Non-Disc.$14.7M
Employees12
Clients204
DateNov 2019
Total AUM$270.3M
Discretionary$241.7M
Non-Disc.$28.6M
Employees13
Clients318
DateJun 2019
Total AUM$244M
Discretionary$234M
Non-Disc.$10M
Employees13
Clients256
DateMar 2019
Total AUM$244M
Discretionary$234M
Non-Disc.$10M
Employees13
Clients256
DateNov 2018
Total AUM$174.2M
Discretionary$156.6M
Non-Disc.$17.6M
Employees16
Clients192
DateMar 2018
Total AUM$174.2M
Discretionary$156.6M
Non-Disc.$17.6M
Employees10
Clients192
DateJul 2017
Total AUM$115M
Discretionary$112M
Non-Disc.$3M
Employees12
Clients500
DateMay 2017
Total AUM$115M
Discretionary$112M
Non-Disc.$3M
Employees12
Clients500
DateJul 2012
Total AUM$57.8M
Discretionary$23.5M
Non-Disc.$34.3M
Employees1
Clients26
DateMay 2012
Total AUM$57.8M
Discretionary$23.5M
Non-Disc.$34.3M
Employees1
Clients26
DateMay 2012
Total AUM$57.8M
Discretionary$23.5M
Non-Disc.$34.3M
Employees1
Clients26
DateMar 2012
Total AUM$57.8M
Discretionary$23.5M
Non-Disc.$34.3M
Employees1
Clients26
DateMar 2011
Total AUM$51.1M
Discretionary$12.3M
Non-Disc.$38.8M
Employees5
Clients--
DateDec 2010
Total AUM$40.8M
Discretionary$10.6M
Non-Disc.$30.2M
Employees5
Clients--
DateJun 2009
Total AUM$7.5M
Discretionary$7.5M
Non-Disc.$0
Employees5
Clients--