Minh Le
Investment adviser representative at North Capital
10 yearsExperience
1 stateRegistered in
CFADesignation
$365.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- North CapitalJul 2024 to now
- North Capital Private SecuritiesMar 2016 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (UT).
North Capital
Legal name: North Capital, Inc.
$365.8MAssets managed
182Clients
10Advisers
9 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
- 6625932
- Firm CRD
- 148802