Allen Woodard
Northern Monarch Capital · Spearfish, South Dakota
Allen Woodard is a fee-only financial advisor at Northern Monarch Capital in Spearfish, South Dakota. Northern Monarch Capital reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Northern Monarch Capital |
|---|---|
| Based in | Spearfish, South Dakota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $40.7M across 72 accounts |
| SEC registration | Investment adviser representative in CA, SD, WA · CRD 5862845 |
| Exams passed | Series 65 (2010) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
How Allen's firm compares
- Northern Monarch Capital's average account is about $565,000, from its Form ADV (assets managed divided by 72 accounts).
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Questions about Allen
Is Allen Woodard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allen holds no broker registration, and Northern Monarch Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allen charge for financial advice?
Allen's firm, Northern Monarch Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Allen Woodard based?
Allen Woodard is based in Spearfish, South Dakota.
Is Allen Woodard registered with the SEC?
Yes. Allen Woodard is registered as an investment adviser representative in CA, SD and WA (CRD 5862845), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Northern Monarch Capital manage?
Northern Monarch Capital reports $40.7M across 72 accounts in assets under management.
How do I contact Allen Woodard?
Contact details aren't on file yet. Search for Northern Monarch Capital.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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