Northside Capital Management LLC

Investment Advisor
in Hood River, OR

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About this Advisor

John Phillips is a certified financial planner operating out of Hood River, Oregon with a total of 21 years of industry experience. Phillips is an employee of Northside Capital Management LLC. They have spent their whole time as a financial advisor at Northside Capital Management Llc. Phillips has a Series 63 license, designating them as a securities agent, and is approved to work in Oregon. Northside Capital Management LLC is a registered investment firm based out of Hood River, OR. The firm has offices in two locations and a total of 12 advisors. It administers $5 billion in assets under management between its 514 accounts, placing it among the largest firms in the United States by assets under management. Of its 514 client accounts, 100% belong to high-net-worth investors who have at least $1 million in assets. Northside Capital Management LLC provides a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually are based on which services the firm provides the client. Fee types charged by Northside Capital Management LLC may include asset-based and fixed fees.

Certifications and Registrations


Years Registered*

21 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

116 3Rd Street, Suite 313
Hood River, OR 97031

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Northside Capital Management LLC Brokerage Details

Total Assets Under Management


OR Average: $1,120,203,312
Total Number of Employees


OR Average: 50
Total Number of Accounts


OR Average: 1,309
Average Account Size


OR Average: $855,770

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Phillips Work History

John has been registered as a financial advisor for 21 years.*

2001 - Present (23 years)

Lvs Capital Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of John Phillips 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 Northside Capital Management LLC

John Phillips
Hood River, OR
Patricia Gooch
Hood River, OR

The content in this profile was updated by SmartAsset on 4/16/2023. 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

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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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