North Capital

North Capital Inc., also known as Compass Family Offices, was established in October 2008 as a Registered Investment Advisor offering financial planning and investment advisory services to individuals, families, and institutions. The firm manages assets totaling $251,713,685 as of March 31, 2024, with both discretionary and non-discretionary options available. Services include hourly advisory and consulting services related to illiquid assets, comprehensive financial planning, and open architecture discretionary investment management. The firm may also provide advice on private investments and operates as a sub-advisor for other firms. Additionally, North Capital manages a U.S. Government Money Market Fund. The firm is fee-only and does not charge brokerage fees or commissions. It acts as a fiduciary for retirement plan accounts and IRAs, ensuring advice is in the client's best interest. Clients have access to a range of services, including evisor.com for online financial planning and investment management. The firm's fee schedule is publicly available, with fees calculated quarterly based on account value. North Capital does not charge performance-based fees and serves various client types without a minimum account balance requirement. The firm's investment strategies focus on mutual funds, ETFs, separately managed accounts, and ETNs, with risk management and diversification as key components. The firm does not participate in soft dollar programs and provides transparency on potential conflicts of interest. Clients receive regular account monitoring and reporting, with access to online statements and reports. The firm does not typically vote on client securities' proxies unless requested by the client. North Capital has no financial liabilities that would impact its ability to fulfill client commitments.