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Stephen Lewis Hawk

NORTHERN CAPITAL MANAGEMENT LLC·MADISON, Wisconsin
Unclaimed Profile
8000 EXCELSIOR DRIVE, MADISON, WI 53717-1951CRD# 4344641Firm CRD# 104975
01

About

Stephen Lewis Hawk is a registered financial advisor based in MADISON, Wisconsin, affiliated with NORTHERN CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NORTHERN CAPITAL MANAGEMENT LLC
NORTHERN CAPITAL MANAGEMENT LLC
AUM
$544M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at NORTHERN CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4344641
Firm CRD# 104975
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Lewis Hawk offer?
Stephen Lewis Hawk specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MADISON, Wisconsin for a consultation.
What are Stephen Lewis Hawk's credentials?
Stephen Lewis Hawk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Lewis Hawk located?
Stephen Lewis Hawk is based in MADISON, Wisconsin, working with NORTHERN CAPITAL MANAGEMENT LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Stephen Lewis Hawk charge for services?
Stephen Lewis Hawk's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHERN CAPITAL MANAGEMENT LLC?
NORTHERN CAPITAL MANAGEMENT LLC has approximately 7 employees and manages $544M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
MILWAUKEE (515)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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