David Holloway
Northern Capital · Post Falls, Idaho
David Holloway is a fee-only financial advisor at Northern Capital in Post Falls, Idaho, who holds the CFP credential. David charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum).
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Facts
| Firm | Northern Capital |
|---|---|
| Based in | Post Falls, Idaho |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · No asset minimum |
| Assets under management | $918.2M across 1,866 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ID, TX, WA · CRD 4419768 |
| Exams passed | Series 66 (2001) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | northernwelcome.com |
| Profile |
How David's firm compares
- Northern Capital's average account is about $492,000, from its Form ADV (assets managed divided by 1,866 accounts).
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Questions about David
Is David Holloway a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Northern Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David charges a percentage of assets.
How much does David charge?
According to Northern Capital's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.
Where is David Holloway based?
David Holloway is based in Post Falls, Idaho.
What credentials does David Holloway hold?
David Holloway holds the CFP credential.
Is David Holloway registered with the SEC?
Yes. David Holloway is registered as an investment adviser representative in ID, TX and WA (CRD 4419768), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Northern Capital manage?
Northern Capital reports $918.2M across 1,866 accounts in assets under management.
How do I contact David Holloway?
Through David's website, northernwelcome.com.
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
- Northern Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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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