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Keith George Lister

Investment adviser representative at Northside Capital Management LLC
16 yearsExperience
2 statesRegistered in
$6.9BFirm assets
27 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

16 years in the industry.

  1. Northside Capital Management, LLCJan 2026 to now
  2. Stifel, Nicolaus & Company, IncorporatedJul 2010 to Dec 2025

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Northside Capital Management LLC

$6.9BAssets managed
60Clients
8Advisers
27 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4327558
Firm CRD
107784
Advisor's SEC record (opens in a new tab)
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