North Capital

Sara Judd is a financial advisor with North Capital in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with North Capital Private Securities since 2014. Outside of her advisory role, Judd is involved in ballet choreography for the West Point Ballet Academy and the Salt Lake Ballet Cooperative, and she operates an online dance costume marketplace called TutuList. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach using mutual funds, ETFs, ETNs, and separately managed accounts, supported by quantitative risk models and proprietary analytics.

James Dowd is a CFA® charterholder with 22 years of industry experience, currently serving at North Capital in Salt Lake City, UT. He has held roles at multiple North Capital entities since 2008 and has additional experience with Mobility Securities LLC and Public Brokers, LLC. Outside of his advisory work, Dowd serves as chairman of the board for Crystal Springs Ranch, Inc. and holds board positions with Triangle R Management Co. and Guardd, Inc. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach incorporating quantitative risk models and proprietary analytics, and it offers both traditional and alternative investment vehicles alongside technology-driven advisory platforms.

Michael Weaver is a financial advisor at North Capital in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with North Capital Private Securities since 2015 and serves as Secretary, Co-portfolio Manager, and Project Manager for the North Capital Funds Trust. Outside of advisory work, he is Managing Director of North Capital Investment Technology Inc., which holds intellectual property assets for the North Capital group. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach with quantitative risk models and proprietary analytics, managing mutual funds, ETFs, and separately managed accounts, and operates a registered mutual fund alongside its advisory services.

John Figge is a financial advisor with North Capital, holding a Series 66 license and three years of industry experience. His prior work includes roles at Georgetown University, Vail Resorts, and Dolly's Bookstore. He is involved with North Capital Investment Technology Inc., a company holding intellectual property assets related to North Capital Group. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach with quantitative risk models and proprietary analytics, alongside managing a registered mutual fund and offering both online and multi-family office services.

Bailee Tate is a Series 66 licensed advisor at North Capital with three years of industry experience. She has held various roles, including positions at Brigham Young University Idaho and North Capital Private Securities Corporation. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients, utilizing an open-architecture investment approach and proprietary analytics to construct diversified portfolios.

Joseph Anderson is a financial advisor at North Capital with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining North Capital in 2020, he worked at Park Avenue Securities and Guardian Life Insurance Company from 2010 to 2020. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach and combines technology integration with multi-family office services.

Kent Stone is a financial advisor at North Capital with one year of industry experience. He holds a Series 66 designation and is based in Salt Lake City, UT. Outside of advisory work, he serves as an operations associate for North Capital Investment Technology Inc., focusing on general operations duties. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm uses an open-architecture investment approach and proprietary analytics to construct diversified portfolios and manages a registered mutual fund while offering both online and multi-family office services.

Paul Bowers is a financial advisor with North Capital, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Adi Dassler International Family Office USA Limited Partnership, Arkadios Capital, Acg Wealth, Inc., and Lakeview Capital Partners. Outside of advising, he serves as Chief Operating Officer and member of Capital Radiosurgery Centers, a cancer treatment facility, and provides business consulting for OAM Sea Island LLC. North Capital offers financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach that incorporates mutual funds, ETFs, and separately managed accounts, with quantitative risk models and proprietary analytics to create diversified portfolios.

James Celico is a financial advisor at North Capital with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Avalon Securities, Cambridge Wilkinson, and Adaptive Distribution Group LLC. Outside of advising, he manages several non-investment-related consulting and business activities, including roles with The RIA Network Group, LLC and Adaptive Distribution Group LLC. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach with quantitative risk models and proprietary analytics, offering both discretionary and non-discretionary portfolio management along with an online advisory platform.

Richard Nelson is a financial advisor at North Capital in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with North Capital Private Securities since 2015. Nelson also serves as Managing Director of North Capital Investment Technology Inc., a role that involves overseeing intellectual property and equity interests related to the firm. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach with diversified portfolios and proprietary analytics, and it operates an online advisory platform alongside multi-family office services.

Minh Le is a CFA® charterholder with nine years of industry experience, currently serving at North Capital Private Securities since 2016. He holds the Series 63 license and is based in Salt Lake City, UT. Outside of his advisory role, he provides ride-share services on platforms such as Uber and Turo. North Capital offers financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach that incorporates quantitative risk models, proprietary analytics, and a range of investment vehicles, including mutual funds and separately managed accounts.