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AM

Alexander B. Mcculloch

NORTHSIDE CAPITAL MANAGEMENT
Manhattan Beach, CA
Some features on this profile are disabled
CRD#: 3031547
AM

Professional summary

Alexander Beckman Mcculloch is a registered financial advisor currently at NORTHSIDE CAPITAL MANAGEMENT LLC located in Manhattan Beach, California.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Alexander has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Beckman Mcculloch's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 20, 2025 - Present

NORTHSIDE CAPITAL MANAGEMENT LLC

RIA
CRD#: 107784
Manhattan Beach, CA
Past

April 21, 2022 - September 30, 2024

TCW ASSET MANAGEMENT COMPANY LLC

RIA
CRD#: 105742
LOS ANGELES, CA
Past

July 18, 2006 - September 30, 2024

TCW INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 106546
LOS ANGELES, CA
Past

May 28, 1998 - September 30, 2024

TCW FUNDS DISTRIBUTORS LLC

BD
CRD#: 16670
LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NC
NORTHSIDE CAPITAL MANAGEMENT LLC
LVS CAPITAL MANAGEMENT LLC | NORTHSIDE CAPITAL MANAGEMENT LLC

CRD#: 107784 / SEC#: 801-56071

RIA
Registered Investment Advisory firm - (12/7/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/8/2026)
IAR
Oregon
(11/20/2025)
IAR
Texas
(3/8/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/17/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/24/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 4/17/2003
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 5/26/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/23/2015
General Securities Principal Examination

Current Firm

NC
NORTHSIDE CAPITAL MANAGEMENT LLC
LVS CAPITAL MANAGEMENT LLC | NORTHSIDE CAPITAL MANAGEMENT LLC

CRD#: 107784 / SEC#: 801-56071

RIA
Registered Investment Advisory firm - (12/7/1998 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
116 3rd Street, Suite 313, Hood River, OR 97031
Mailing Address
Phone number
(541) 387-2080
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025-03 NORTHSIDE FIRM BROCHURE AND SUPPLEMENT (4/30/2025)

Regulatory assets under management

Total Number of Accounts516
AUM (Assets Under Management)$ 5,824,740,140

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NORTHSIDE CAPITAL MANAGEMENT LLC

CRD#: 107784Manhattan Beach, CA

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