Bailee Tate
Investment adviser representative at North Capital
10 yearsExperience
1 stateRegistered in
$365.8MFirm assets
9 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 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 CapitalSep 2022 to now
- North Capital Private Securities CorporationApr 2022 to now
- UnemployedDec 2021 to Apr 2022
- Brigham Young University IdahoJul 2021 to Dec 2021
- Research and Business Development CenterApr 2021 to Jul 2021
- Brigham Young University IdahoJun 2019 to Apr 2021
- The Church of Jesus Christ of Latter-day SaintsJan 2018 to Jun 2019
- UnemployedNov 2017 to Jan 2018
- Petco Inc.Jun 2017 to Nov 2017
- Brigham Young University IdahoJun 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7564980
- Firm CRD
- 148802