Rise North Capital Investment Advisors

Overview

Rise North Capital Investment Advisors is an independent, privately owned registered investment adviser that serves individual and family clients. The firm charges a mix of percentage-of-AUM and fixed fees and offers financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars/workshops. It describes itself as a capital allocator and works with third-party managers rather than relying solely on in-house product manufacturing. ESG is not a stated focus, and the firm operates across multiple states. It also lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices