North Capital

Overview

North Capital is an SEC registered investment adviser based in Midvale, UT, registered since 2017. It reports $366M in assets under management across 550 accounts, with 12 employees. It has 10 investment adviser representatives.

Reported AUM

$366M

Discretionary

94%

Accounts

550

Average account

$665K

Employees

12

Advisory reps

10

Registered since

2017

Jurisdictions

5

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Investment Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• James Patrick Dowd President, Chief Information Officer, Chief Compliance Officer CRD 2109413
• Paul Donald Bowers Managing Director CRD 1799341
• Joseph Carl Anderson Chief Compliance Officer CRD 4644204

Advisory reps 3 of 10

• Joseph Carl Anderson Registered Rep · Investment Adviser Rep CRD 4644204
• Paul Donald Bowers Investment Adviser Rep CRD 1799341
• James Patrick Dowd Registered Rep · Investment Adviser Rep CRD 2109413

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

623 E Fort Union Blvd Ste 101
Midvale, UT 84047

County

Salt Lake

Metro area

Salt Lake City, UT

Region

West

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: advisory.northcapital.com

Every state, with registration dates

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