David
Holloway

Northern Capital Management, Inc

CRD#4419768
Investment Advisor
in Post Falls, ID

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About this Advisor

David Holloway is a financial advisor based in Post Falls, Idaho, working with Northern Capital Management, Inc. David has previously held positions at Ncm Securities Inc, Northern Capital Management, Inc, and Northern Capital Retirement Services, Inc. David has passed the Series 66 regulatory exam and is registered to provide services in Idaho, Texas, and Washington. Currently, David is part of Northern Capital Management, Inc, which operates out of Post Falls, Idaho. The firm has 1 office and 11 employees. The firm manages assets totaling $391.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and other services. The fee structure at Northern Capital Management, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1810 Schneidmiller Ave. Suite 340
Post Falls, ID 83854

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Northern Capital Management, Inc Brokerage Details

Total Assets Under Management

$390,992,420

ID Average: $3,566,627,242
Total Number of Employees

11

ID Average: 46
Total Number of Accounts

1,750

ID Average: 1,499
Average Account Size

$223,424

ID Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Other

David Holloway Work History

2012 - Present (12 years)

Northern Capital Retirement Services, Inc

2003 - Present (21 years)

Northern Capital Management, Inc

2003 - 2016 (13 years)

Ncm Securities Inc

Disclosures

Please visit the SEC profile of David Holloway to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northern Capital Management, Inc

Logan Jones
Spokane, WA
Liam Gamble
Spokane, WA
Michael Stutzke
Spokane, WA
Laura Hail
Spokane, WA
Molly Chase
Spokane, WA
David Holloway
Post Falls, ID
Laurie Silva
Spokane, WA
Michelle Warner
Spokane, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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