Rise North Capital Investment Advisors

RIASEC RegisteredEst. 2025

Total AUM

$50.6M

Discretionary

$50.6M

100% of AUM

Avg account

$124K

Accounts

408

Employees

Advisory reps

Firm details

Headquarters: Braintree, Massachusetts
CRD number: 336740
Registered since: December 8, 2025
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals74.58%
HNWI18.72%
Other6.7%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rise North Capital Investment Advisors LLC is an independent, individual-owned registered investment adviser that identifies itself as a capital allocator for individual and family clients. The firm is SEC-registered (2025) and charges either a percentage of assets under management or fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars and workshops. Rise North is a multi-state adviser and is not flagged as an active ESG investor. The firm lists an affiliation with an insurance company and operates with an allocator mindset—sourcing third-party managers for portions of client portfolios.