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36 NORTH CAPITAL MANAGEMENT, LLC

901 Se Village Loop
Suite 1
Bentonville, Arkansas 72712
Tel: 479-250-9540

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About 36 NORTH CAPITAL MANAGEMENT, LLC

36 NORTH CAPITAL MANAGEMENT, LLC, formally registered with the SEC as 36 NORTH CAPITAL MANAGEMENT, LLC. The firm was established in 01/03/2022. They have over 1 offices throughout the country.

36 NORTH CAPITAL MANAGEMENT, LLC is a Bentonville, Arkansas based Financial Planning firm with nearly $2,346,620,000 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#317557
SEC#801-122931
Assets Managed by Firm$2,346,620,000
No. of Clients4
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total4$2,346,620,000
Charitable organizationsFewer than 5 clients$2,346,620,000

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