Northside Capital Management LLC

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Client assets under management

$6,942,205,093

Clients

100% high-net worth

Advisors

of 17 employees

Firm type

Multi Team

Clients per advisor

Very Low

Average account size

$115,703,418

About

Northside Capital Management provides discretionary and non-discretionary investment management and portfolio structuring for high‑net‑worth individuals, trusts, family offices, foundations and taxable institutions. The firm manages roughly $6.94 billion for about 60 clients and structures each engagement around a formal Statement of Investment Objectives and Policies (SIOP), coordinating with clients’ tax and estate advisors and providing cash and document management.

Investment approach emphasizes asset allocation and Modern Portfolio Theory with customized portfolios that combine traditional equities and fixed income with a broad set of alternative strategies, including private equity, hedge funds, real assets and managed futures, using both active and passive vehicles and separately managed account sleeves where appropriate. Reporting and monitoring are implemented on an institutional basis—clients access a secure data portal for monthly flash, comprehensive and quarterly performance reports—and the firm highlights tax efficiency and transaction‑cost control in implementation.

Compared with many peers, Northside does not offer standalone financial planning services and limits its client base to qualified, high‑net‑worth investors (Qualified Purchasers under Section 3(c)(7)), excluding lower‑net‑worth individual clients. The firm also manages a large portion of assets on a non‑discretionary basis and has a distinctive ownership profile—an employee equity plan holding a material non‑voting interest and a minority of voting shares held by an affiliate of a larger investment group with board representation—which may affect governance and continuity relative to similarly sized managers.

Client services

Portfolio management Selection of other advisers

Expertise

Private / alternative investments ESG / Sustainable investing Wealth management Tax-loss harvesting

Fee options

Fixed

Flat annual fee for certain non-discretionary client(s)

Percentage

$0 - $20,000,000: 0.75% per annum $20,000,001 - $200,000,000: 0.50% per annum $200,000,001+: 0.25% per annum

Other

Account minimum: $5,000,000

Main office location

Northside Capital Management LLC

116 3 Rd Street, Suite 313

Hood River OR 97031, United States

Number of offices

Most active in

California · Florida · Idaho · Minnesota · New Hampshire · New York · Oregon · Pennsylvania · South Carolina · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 541-387-2080

Advisors at this firm

John P

CFP®, Series 63

Beaufort, SC

Northside Capital Management LLC

John Phillips is a CFP® with 23 years of experience in the financial industry. He has been with Northside Capital Management LLC since 2001. Northside Capital Management provides discretionary and non-discretionary investment management and portfolio structuring services primarily for high-net-worth individuals, trusts, family offices, foundations, and taxable institutions that meet the firm’s Qualified Purchaser criteria. The firm emphasizes tax efficiency, diversification across multiple asset classes, and combines qualitative and quantitative manager selection with institutional-level reporting and operational infrastructure.

Private / alternative investments ESG / Sustainable investing Wealth management Tax-loss harvesting

Alexander M

Series 63, Series 65

Manhattan Beach, CA

Northside Capital Management LLC

Alexander Mcculloch is a financial advisor at Northside Capital Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TCW Funds Distributors and TCW LLC. Northside Capital Management provides discretionary and non-discretionary investment management and total portfolio structuring for high-net-worth individuals, trusts, family offices, foundations, and taxable institutions. The firm emphasizes tax efficiency and diversified exposure across asset classes using customized portfolios based on Modern Portfolio Theory, with both active and passive management and comprehensive reporting supported by institutional-grade operational infrastructure.

Private / alternative investments ESG / Sustainable investing Wealth management Tax-loss harvesting

Patricia G

Series 63, Series 65

Hood River, OR

Northside Capital Management LLC

Patricia Gooch is a financial advisor at Northside Capital Management LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LVS Capital Management since 2001. Northside Capital Management provides discretionary and non-discretionary investment management and portfolio structuring for high-net-worth individuals, trusts, family offices, foundations, and taxable institutions. The firm emphasizes tax efficiency, diversified asset allocation, and combines qualitative and quantitative manager selection with institutional reporting and operational infrastructure.

Private / alternative investments ESG / Sustainable investing Wealth management Tax-loss harvesting

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