44 North Capital, Llc
- Regulatory AUM
- $125M
- Discretionary
- $125M
- Clients
- 438
- Avg AUM / client
- $286K
- Accounts
- 438
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 208 | $25.6M | 20.4% |
| High net worth individuals | 217 | $96.4M | 77.1% |
| Pension and profit sharing plans | 9 | $1.1M | 0.86% |
| Corporations and other businesses | 4 | $2.1M | 1.65% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan A Landry | Founder/Managing Director | CFP | Sep 2023 (3y) | 75% or more |
| Plummer, Christopher, George | Chief Compliance Officer | Nov 2023 (3y) | Less than 5% | |
| Alexandra Kaknes Forest | Registered representative | CFP | Jan 2025 (2y) |
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) | 07/15/2026 | 909 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $12.5M (10% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗