# NORTHWEST CAPITAL MANAGEMENT INC

NORTHWEST CAPITAL MANAGEMENT INC of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 108091
- Type: SEC-registered investment adviser
- SEC file number: 801-56420
- Location: 1 CENTERPOINTE DRIVE, SUITE 115, LAKE OSWEGO, OR, 97035
- Phone: 503-597-1616
- Latest filing: 2026-05-05
- Regulatory AUM: $8.5B
- Discretionary AUM: $92.4M
- Non-discretionary AUM: $8.4B
- Clients: 11
- Accounts: 301

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (35)

_Showing 25 of 35 people._

| Name | Role | Location |
| --- | --- | --- |
| Douglass Lee | SHAREHOLDER; VICE-PRESIDENT | Chicago, IL |
| Omani Rose Carson | OWNER | — |
| George Burton White | PRESIDENT; PRESIDENT/DIRECTOR | — |
| Mark Daniel Applegarth | DIRECTOR | — |
| Lantz Hunt | SVP, CHIEF INTEGRATIONS OFFICER | — |
| John Patrick Pulverenti | SECRETARY | — |
| James Edmond Clements | CHIEF COMPLIANCE OFFICER; SVP, CHIEF COMPLIANCE OFFICER | — |
| Ronald Lloyd Carson | OWNER | — |
| Julie Catherine Pine | DIRECTOR | — |
| Lantz Guy Hunt | SVP, CHIEF INTEGRATIONS OFFICER | — |
| Brent Jameson Petty | DIRECTOR | — |
| Jamie Marie Carroll | DIRECTOR | — |
| Julie Pine | DIRECTOR | — |
| PAYNE FREDERICK JOSEPH | DIRECTOR AND CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER (+3 more) | — |
| FLICHTBEIL AXEL HERBERT | EXECUTIVE VICE PRESIDENT | — |
| FARIS SCOTT ALLEN | PRINCIPAL | — |
| COYNE THOMAS EDWARD | CHIEF INVESTMENT OFFICER | — |
| PETTY BRENT JAMESON | DIRECTOR; PRESIDENT; PRINCIPAL | — |
| SCHWARTZ TERESA MARIE | PRINCIPAL | — |
| RHODES SCOTT ALAN | PRINCIPAL | — |
| CLEMENTS JAMES EDMOND | CHIEF COMPLIANCE OFFICER | — |
| APPLEGARTH MARK DANIEL | DIRECTOR | — |
| CARSON RONALD LLOYD | OWNER | — |
| WHITE GEORGE BURTON | PRESIDENT | — |
| SETTLE GREGORY THOMAS | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108091/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108091/similar
- Related entities: https://search.stillhousedata.com/firm/108091/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108091

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.