RIA Intel›Advisers›Washington›NORTHERN MONARCH CAPITAL LLC

NORTHERN MONARCH CAPITAL LLC

Advisory

WA

Data as of Aug 10, 2026 · Source: SEC Form ADV

Average account
$565K
across 72 accounts
AUM per adviser
$14M
3 advisers

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM
$41M
Discretionary %
100%
Clients
71
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$41M
Discretionary AUM$41M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients71
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, SD, TX, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

PACELINE LLC
$41M
P3 ASSET MANAGEMENT, LLC
GIG HARBOR, WA
$40M
WILLIAMS 360 FINANCIAL ADVISORY, LLC
$40M
SITKA PACIFIC CAPITAL MANAGEMENT, LLC
SEATTLE, WA
$41M
-23.3% 1Y
AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.
FEDERAL WAY, WA
$41M
+16.6% 1Y
BLUE RIVER CAPITAL MANAGEMENT, LLC
$41M

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