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NORTH CAPITAL

SALT LAKE CITY, UT · CRD 148802 · IAPD ↗ · northcapital.com · 888-625-7768 X1

$365.8MRegulatory AUM
6Advisory reps
12Employees
5Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2026 — NORTH CAPITAL reported RAUM up 25% ($292.6M -> $365.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.