Jonathan Landry
44 North Capital · Burlington, Vermont
Jonathan Landry is a fee-only financial advisor at 44 North Capital in Burlington, Vermont, who holds the CFP credential. Jonathan charges a percentage of assets (typically works with clients with $1,000,000 or more) and focuses on small business owners, founders (pre-exit) and estate & legacy planning.
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Specialties
Who they serve
- Founders
Facts
| Firm | 44 North Capital |
|---|---|
| Based in | Burlington, Vermont |
| Fee model | Percentage of assets |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $125.1M across 438 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, FL, MA, VT · CRD 6004737 |
| Exams passed | Series 66 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | 44ncap.com |
| Profile |
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Questions about Jonathan
Is Jonathan Landry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and 44 North Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan charges a percentage of assets.
How much does Jonathan charge?
According to 44 North Capital's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Jonathan Landry based?
Jonathan Landry is based in Burlington, Vermont.
What does Jonathan specialize in?
Jonathan's specialties include small business owners, founders (pre-exit), estate & legacy planning and family wealth transfer. Jonathan works with founders.
What credentials does Jonathan Landry hold?
Jonathan Landry holds the CFP credential.
Is Jonathan Landry registered with the SEC?
Yes. Jonathan Landry is registered as an investment adviser representative in CT, FL, MA and VT (CRD 6004737), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 44 North Capital manage?
44 North Capital reports $125.1M across 438 accounts in assets under management.
How do I contact Jonathan Landry?
Through Jonathan's website, 44ncap.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
- 44 North 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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