Northcrest Asset Management
Plymouth, MN·SEC-registered · CRD #300366
Northcrest Asset Management is an SEC-registered investment advisory firm in Plymouth, MN managing $4.3B across 3.4k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.3B
Client accounts
3.4k
Advisory staff
6
Fee model
Fee-only
How Northcrest Asset Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Northcrest Asset Management
How much does Northcrest Asset Management manage?
Per its most recent SEC Form ADV filing (03/26/2026), Northcrest Asset Management reports $4.3B in regulatory assets under management across roughly 3.4k client accounts.
How does Northcrest Asset Management charge?
Northcrest Asset Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Northcrest Asset Management a fiduciary?
Yes. Northcrest Asset Management is registered with the U.S. Securities and Exchange Commission (CRD #300366), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Northcrest Asset Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Northcrest Asset Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Northcrest Asset Management's public SEC Form ADV filing (CRD #300366, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Northcrest Asset Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Northcrest Asset Management? Claim this profile.