44 NORTH CAPITAL, LLC
SEC RegisteredYour financial life deserves a trusted guide, not just a plan
About the firm
44 North Capital is a fee-only, fiduciary investment advisory firm built on the principle that every client deserves personalized, comprehensive financial guidance once reserved for the ultra-wealthy. The firm coordinates every dimension of clients' financial lives — investments, taxes, estate, and beyond — and measures success in decades, not quarters.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning (retirement income modeling, education funding strategies, cashflow and budgeting, insurance analysis), Investment Management (custom portfolio construction, risk-aligned asset allocation, tax-loss harvesting, ongoing portfolio monitoring), and Wealth Advisory (estate and legacy planning, tax-efficient wealth strategies, generational wealth planning, business owner solutions, philanthropic planning).
Who they serve
Families and individuals seeking comprehensive financial guidance across investments, taxes, retirement, and estate planning, including business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 208 | $26M |
| High Net Worth Individuals | 217 | $96M |
| Charitable Organizations | 9 | $1.1M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 44 NORTH CAPITAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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