Northland Capital Management, Llc
- Regulatory AUM
- $235M
- Discretionary
- $235M
- Clients
- 283
- Avg AUM / client
- $830K
- Accounts
- 551
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 16, 2026
Investments (13F portfolio — 31 positions, $182,885,966)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Bondbloxx Etf Trust | BLOOMBERG TEN YR | $25,964,758 | 566,174 | 14.2% | 11.1% |
| 2 | American Centy Etf Tr | US LARGE CAP VLU | $21,493,671 | 266,638 | 11.8% | 9.15% |
| 3 | Schwab Strategic Tr | FUNDAMENTAL US L | $16,744,145 | 601,226 | 9.16% | 7.13% |
| 4 | Ishares Tr | 0-5 YR TIPS ETF | $16,352,992 | 158,107 | 8.94% | 6.96% |
| 5 | Vanguard Index Fds | TOTAL STK MKT | $12,701,047 | 39,591 | 6.94% | 5.41% |
| 6 | Janus Detroit Str Tr | HENDRSON AAA CL | $11,295,498 | 224,251 | 6.18% | 4.81% |
| 7 | Ishares Tr | GNMA BOND ETF | $10,534,684 | 237,642 | 5.76% | 4.48% |
| 8 | American Centy Etf Tr | INTERNATIONAL LR | $8,932,783 | 119,374 | 4.88% | 3.8% |
| 9 | Schwab Strategic Tr | FUNDAMENTAL INTL | $7,289,737 | 148,983 | 3.99% | 3.1% |
| 10 | American Centy Etf Tr | US SML CP VALU | $6,139,556 | 55,577 | 3.36% | 2.61% |
| 11 | American Centy Etf Tr | AVANTIS RESPON U | $5,311,612 | 71,851 | 2.9% | 2.26% |
| 12 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $5,052,913 | 78,853 | 2.76% | 2.15% |
| 13 | Schwab Strategic Tr | FUNDAMENTAL US S | $4,587,122 | 141,447 | 2.51% | 1.95% |
| 14 | American Centy Etf Tr | EMERGING MKT VAL | $4,283,271 | 71,412 | 2.34% | 1.82% |
| 15 | Dimensional Etf Trust | US SUSTAINABILTY | $4,033,411 | 98,160 | 2.21% | 1.72% |
| 16 | Schwab Strategic Tr | FUNDAMENTAL EMER | $3,414,250 | 89,238 | 1.87% | 1.45% |
| 17 | Ishares Tr | ESG AWRE 1 5 YR | $3,119,064 | 124,439 | 1.71% | 1.33% |
| 18 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $2,058,419 | 38,084 | 1.13% | 0.88% |
| 19 | American Centy Etf Tr | AVANTIS RESPONSI | $2,037,796 | 27,670 | 1.11% | 0.87% |
| 20 | Vanguard World Fd | ESG US STK ETF | $1,835,479 | 16,349 | 1.0% | 0.78% |
| 21 | American Centy Etf Tr | INTL SMCP VLU | $1,617,635 | 16,199 | 0.88% | 0.69% |
| 22 | Dimensional Etf Trust | INTERNATIONAL | $1,611,997 | 38,019 | 0.88% | 0.69% |
| 23 | Vanguard World Fd | ESG INTL STK ETF | $1,492,977 | 20,814 | 0.82% | 0.64% |
| 24 | Schwab Strategic Tr | FUNDAMENTAL INTL | $1,214,972 | 26,207 | 0.66% | 0.52% |
| 25 | American Centy Etf Tr | AVANTIS RESPONSI | $915,859 | 13,758 | 0.5% | 0.39% |
Top 25 of 31 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 196 | $99.5M | 42.3% |
| High net worth individuals | 85 | $134M | 57.0% |
| State or municipal government entities | 2 | $1.5M | 0.64% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Arthur Erickson | President/Chief Compliance Officer | Jun 2008 (18y) | 75% or more | |
| Julie B. P. Johnson | Registered representative | Aug 2016 (10y) | ||
| Andrew G Rogers | Registered representative | Jul 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Financial Services (Fidelity) $235M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗