Brent Petty
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- Full Name
- Brent Jameson Petty, CFP®, AIF®
- Title
- Managing Director, Partner & Senior Investment Advisor; President of Advisory Services
- Firm
- Northwest Capital Management, Inc. (NWCM) — an SEC-registered investment advisory firm, subsidiary of Carson Group Holdings, LLC
- Firm Type
- Registered Investment Advisor (RIA) / institutional investment-consulting and wealth-management boutique — not a venture or angel investment vehicle (see note below)
- Investment Stage
- Not applicable to startup/angel investing — his work covers foundations, endowments, institutional retirement plans, and private clients
- Sector Focus
- Wealth management, tax-efficient financial planning, institutional asset management
- Geographic Focus
- United States (Pacific Northwest base)
- Location
- Lake Oswego, Oregon
Background
Brent Petty is a Managing Director, Partner, and Senior Investment Advisor at Northwest Capital Management, Inc. (NWCM), where he also holds the title President of Advisory Services. NWCM is an independent, privately held investment advisory firm founded in 1998 (originally in Portland, Oregon; now headquartered in the Lake Oswego area and operating as a subsidiary of Carson Group Holdings, LLC). Petty is a CERTIFIED FINANCIAL PLANNER® (CFP®) and an Accredited Investment Fiduciary™ (AIF®).
He earned a Bachelor of Science degree from Northern Arizona University. Before entering financial services, Petty spent time in law enforcement, working as a police officer — an unusual pre-finance career that firm bios highlight. He has since built more than two decades of experience advising foundations, endowments, institutional retirement plans, and families.
In his current role, NWCM describes him as focused on "creating customized and comprehensive roadmaps for clients, focusing on tax efficiency to assist our clients in defining and pursuing their goals." Outside of work, firm materials mention he enjoys hiking, running, attending his children's soccer, swimming, and basketball activities, and getaways to the Oregon coast.
Investment Thesis & Focus
- Operates as a fiduciary financial advisor / institutional consultant, not a venture capitalist or angel — his "investing" is portfolio and wealth management for clients, not equity checks into startups.
- Core focus: tax-efficient financial planning and comprehensive wealth roadmaps for individuals and families.
- Institutional side: advising foundations, endowments, and institutional retirement plans on asset management and investment consulting.
- No publicly stated startup investment thesis, check size, or target-company profile exists in the sources reviewed. (The stub's "Seed Round" stage could not be substantiated.)
Notable Investments
- No verifiable angel or venture portfolio companies could be found in public sources. Northwest Capital Management manages client assets through diversified investment strategies rather than direct startup equity stakes, and no named startup deals are attributable to Brent Petty. *(Listing any specific companies here would require fabrication, so none are included.)*
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