NORTHERN CAPITAL RETIREMENT SERVICES, INC.
CRD #163327 SEC #801-77836 SPOKANE, WA 509-456-2526
SEC Registered
Total AUM
$263.2M
Discretionary
$263.2M
Employees
11
Clients
10
Accounts
22
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $263.2M | $263.2M | $0 | 11 | 0 |
| Mar 2025 | $263.2M | $263.2M | $0 | 11 | 0 |
| Dec 2024 | $232M | $232M | $0 | 11 | 1 |
| Mar 2024 | $232M | $232M | $0 | 11 | 1 |
| Apr 2023 | $203.2M | $203.2M | $0 | 11 | 0 |
| Jan 2023 | $203.2M | $203.2M | $0 | 11 | 0 |
| Mar 2022 | $247.8M | $247.8M | $0 | 10 | 0 |
| Oct 2021 | $222.5M | $222.5M | $0 | 9 | 0 |
| Mar 2021 | $222.5M | $222.5M | $0 | 9 | 0 |
| Aug 2020 | $200.7M | $200.7M | $0 | 8 | 0 |
| Jul 2020 | $200.7M | $200.7M | $0 | 8 | 0 |
| Jun 2020 | $200.7M | $200.7M | $0 | 9 | 0 |
| Jan 2020 | $200.7M | $200.7M | $0 | 9 | 0 |
| Apr 2019 | $163.3M | $150M | $13.4M | 9 | 0 |
| Mar 2019 | $163.3M | $150M | $13.4M | 9 | 0 |
| Sep 2018 | $10.9M | $10.9M | $0 | 9 | 19 |
| Mar 2018 | $10.9M | $10.9M | $0 | 9 | 19 |
| Mar 2017 | $10.2M | $10.2M | $0 | 9 | 26 |
| Mar 2016 | $5.8M | $5.8M | $0 | 9 | 26 |
| Mar 2015 | $6M | $6M | $0 | 10 | 26 |
| May 2014 | $17.4M | $2.7M | $14.7M | 9 | 1 |
| Mar 2014 | $17.4M | $2.7M | $14.7M | 9 | 1 |
| May 2013 | $0 | $0 | $0 | 10 | 0 |
| Mar 2013 | $0 | $0 | $0 | 10 | 0 |
DateJul 2025
Total AUM$263.2M
Discretionary$263.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$263.2M
Discretionary$263.2M
Non-Disc.$0
Employees11
Clients0
DateDec 2024
Total AUM$232M
Discretionary$232M
Non-Disc.$0
Employees11
Clients1
DateMar 2024
Total AUM$232M
Discretionary$232M
Non-Disc.$0
Employees11
Clients1
DateApr 2023
Total AUM$203.2M
Discretionary$203.2M
Non-Disc.$0
Employees11
Clients0
DateJan 2023
Total AUM$203.2M
Discretionary$203.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$247.8M
Discretionary$247.8M
Non-Disc.$0
Employees10
Clients0
DateOct 2021
Total AUM$222.5M
Discretionary$222.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$222.5M
Discretionary$222.5M
Non-Disc.$0
Employees9
Clients0
DateAug 2020
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees8
Clients0
DateJul 2020
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees9
Clients0
DateApr 2019
Total AUM$163.3M
Discretionary$150M
Non-Disc.$13.4M
Employees9
Clients0
DateMar 2019
Total AUM$163.3M
Discretionary$150M
Non-Disc.$13.4M
Employees9
Clients0
DateSep 2018
Total AUM$10.9M
Discretionary$10.9M
Non-Disc.$0
Employees9
Clients19
DateMar 2018
Total AUM$10.9M
Discretionary$10.9M
Non-Disc.$0
Employees9
Clients19
DateMar 2017
Total AUM$10.2M
Discretionary$10.2M
Non-Disc.$0
Employees9
Clients26
DateMar 2016
Total AUM$5.8M
Discretionary$5.8M
Non-Disc.$0
Employees9
Clients26
DateMar 2015
Total AUM$6M
Discretionary$6M
Non-Disc.$0
Employees10
Clients26
DateMay 2014
Total AUM$17.4M
Discretionary$2.7M
Non-Disc.$14.7M
Employees9
Clients1
DateMar 2014
Total AUM$17.4M
Discretionary$2.7M
Non-Disc.$14.7M
Employees9
Clients1
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0