NORTHLAND CAPITAL MANAGEMENT

Overview

Northland Capital Management is an independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm operates with a percentage-of-AUM fee model supplemented by hourly charges for planning work. Since registering with the SEC in 2020, Northland has emphasized public funds and ETFs as the primary building blocks of client portfolios and identifies as an active ESG investor, integrating environmental, social and governance considerations into its security selection and manager choices where appropriate. Client mix spans high-net-worth individuals and institutional relationships; the adviser is structured as a limited liability company under individual ownership and does not position itself as a capital allocator. Investment activity shows a clear preference for liquid, fund-based exposures combined with select allocations to third-party alternative managers for diversification and yield enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices