Investment adviser · CRD 163327
NORTHERN CAPITAL RETIREMENT SERVICES, INC.
Investment adviser filing (IA)
SPOKANE, WA, United States · Form ADV filed Mar 10, 2026
- Regulatory AUM
- $304M Form ADV · Item 5.F
- Client accounts
- 21 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 21 | $304,247,577 | 100.0% |
Filing source
Form ADV 2055466 · Mar 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 10, 2026. View historical filings
Reported services
Financial planning · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets
Principal office
2700 S SOUTHEAST BOULEVARD, SUITE 205SPOKANE, WA, 99223, United States
CRD 163327
Filing source
Form ADV 2055466 · Mar 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.