Northwest Capital Management INC.
Lake Oswego, OR·SEC-registered · CRD #108091
Northwest Capital Management INC. is an SEC-registered investment advisory firm in Lake Oswego, OR managing $8.5B across 461 client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$8.5B
Client accounts
461
Advisory staff
7
Fee model
Fee-based
How Northwest Capital Management INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Northwest Capital Management INC.
How much does Northwest Capital Management INC. manage?
Per its most recent SEC Form ADV filing (05/05/2026), Northwest Capital Management INC. reports $8.5B in regulatory assets under management across roughly 461 client accounts.
How does Northwest Capital Management INC. charge?
Northwest Capital Management INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Northwest Capital Management INC. a fiduciary?
Yes. Northwest Capital Management INC. is registered with the U.S. Securities and Exchange Commission (CRD #108091), 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 Northwest Capital Management INC. 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 Northwest Capital Management INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Lake Oswego, OR
Profile compiled from Northwest Capital Management INC.'s public SEC Form ADV filing (CRD #108091, filed 05/05/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Northwest Capital Management INC.. 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 Northwest Capital Management INC.? Claim this profile.