NORTHERN MONARCH CAPITAL LLC

NORTHERN MONARCH CAPITAL LLC is an SEC-registered investment adviser (CRD 332937). Regulatory assets under management: $40.7M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 332937
• Type: Registered investment adviser
• Phone: 253-495-0080
• Latest filing: 2026-03-27
• Regulatory AUM: $40.7M
• Discretionary AUM: $40.7M
• Clients: 4
• Accounts: 72

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332937 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search