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MP

Matthew A. Porras

NORTHERN CAPITAL RETIREMENT SERVICES
Spokane, WA 99223
Some features on this profile are disabled
CRD#: 7963857
MP

Professional summary

Matthew Antonio Porras is a registered financial advisor currently at NORTHERN CAPITAL RETIREMENT SERVICES, INC. located in Spokane, Washington and NORTHERN CAPITAL MANAGEMENT, INC. located in Spokane, Washington.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Matthew has worked at 3 firms and has passed the Series 65, Series 6TO and SIE exams.

top-8-questions

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.
NAME OF THE OTHER BUSINESS: DoorDash, Inc.; INVESTMENT RELATED: No; BUSINESS ADDRESS: 303 2nd Street, San Francisco, CA 94107; NATURE OF THE OTHER BUSINESS: Delivery Services; POSITION/TITLE/RELATIONSHIP: Independent Contractor; START DATE: 02/02/2025; APPROXIMATE # OF HOURS/MONTH DEVOTED: 0-5; NUMBER OF HOURS YOU DEVOTE DURING TRADING HOURS: 0-5; DUTIES: Pick up food or supplies and deliver to customers.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Antonio Porras'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

May 16, 2025 - Present

NORTHERN CAPITAL RETIREMENT SERVICES, INC.

Office #1: 2700 S Southeast Boulevard Suite 205, Spokane, WA 99223
RIA
CRD#: 163327
Spokane, WA
Current

May 16, 2025 - Present

NORTHERN CAPITAL MANAGEMENT, INC.

Office #1: 2700 South Southeast Boulevard Suite 205, Spokane, WA 99223-4984
RIA
CRD#: 111379
Spokane, WA
Past

February 6, 2025 - April 24, 2025

NYLIFE SECURITIES LLC

BD
CRD#: 5167
SPOKANE, WA

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
NORTHERN CAPITAL MANAGEMENT, INC.
NORTHERN CAPITAL MANAGEMENT, INC. | WILSON, MILLER AND ASSOCIATES | WILSON, MILLER & ASSOCIATES | WILSON FINANCIAL CONSULTING GROUP

CRD#: 111379 / SEC#: 801-44942

RIA
Registered Investment Advisory firm - (11/5/1993 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
Texas
(5/16/2025)
IAR
Washington
(5/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/9/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/5/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/8/2024
Securities Industry Essentials Examination

Current Firm

NC
NORTHERN CAPITAL MANAGEMENT, INC.
NORTHERN CAPITAL MANAGEMENT, INC. | WILSON, MILLER AND ASSOCIATES | WILSON, MILLER & ASSOCIATES | WILSON FINANCIAL CONSULTING GROUP

CRD#: 111379 / SEC#: 801-44942

RIA
Registered Investment Advisory firm - (11/5/1993 Approved)
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Contact information

Main Address
2700 South Southeast Boulevard Suite 205, Spokane, WA 99223-4984
Mailing Address
Phone number
(509) 456-2526
Established
Firm type
Fiscal year end
# of Employees
11

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

2025-07-16 NCM (ADV PART 2A BROCHURE) (7/24/2025)

Regulatory assets under management

Total Number of Accounts1,819
AUM (Assets Under Management)$ 462,159,064

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/12/2024
Cover Page
Report
12/28/2023
Cover Page
Report
01/31/2023
Cover Page
Report

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

NORTHERN CAPITAL MANAGEMENT, INC.

CRD#: 111379Spokane, WA 99223

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